+499.6%
PLTR vs WEC
+51.2%
+448.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.2% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -17.4% | +12.3% | -29.7% | -16.3% |
| 3M | +2.9% | +8.3% | -5.4% | +3.9% |
| 6M | +19.9% | +3.5% | +16.4% | +20.7% |
| YTD | -9.8% | +12.7% | -22.5% | -8.8% |
| 1Y | -8.4% | +8.2% | -16.6% | -7.5% |
| 3Y | +765.0% | +55.9% | +709.2% | +764.7% |
| All | +499.6% | +51.2% | +448.3% | +539.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling