+1,677.1%
PLTR vs WDC
+917.7%
+759.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.8% | -16.7% | +13.0% | +1.7% |
| 30D | -19.2% | -27.2% | +8.0% | -11.3% |
| 3M | -3.7% | -34.0% | +30.3% | +7.4% |
| 6M | +22.5% | -39.7% | +62.2% | +31.3% |
| YTD | -5.0% | +68.1% | -73.1% | -36.4% |
| 1Y | -12.8% | +66.3% | -79.1% | -41.6% |
| 3Y | +758.3% | +754.4% | +3.8% | +164.8% |
| 5Y | +649.6% | +595.8% | +53.9% | +144.2% |
| All | +1,677.1% | +917.7% | +759.4% | +437.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WDC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling