+1,692.6%
PLTR vs WEC
+34.7%
+1,658.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.1% |
| 7D | -5.3% | +0.8% | -6.2% | -5.2% |
| 30D | -1.0% | +0.3% | -1.3% | -0.9% |
| 3M | +24.8% | -2.9% | +27.7% | +24.3% |
| 6M | +8.4% | -5.9% | +14.3% | +7.6% |
| YTD | -4.2% | +4.1% | -8.3% | -3.5% |
| 1Y | +9.1% | +3.1% | +6.0% | +9.8% |
| 3Y | +1,025.6% | +40.8% | +984.8% | +1,073.6% |
| 5Y | +565.8% | +31.7% | +534.1% | +601.2% |
| All | +1,692.6% | +34.7% | +1,658.0% | +1,666.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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