+13.8%
PLTR vs WFC
+10.1%
+3.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.4% |
| 7D | -6.4% | +3.8% | -10.2% | -6.2% |
| 30D | +10.0% | +1.5% | +8.6% | +10.3% |
| 3M | +23.0% | +10.9% | +12.2% | +24.2% |
| 6M | +13.8% | +8.4% | +5.4% | +13.9% |
| All | +13.8% | +10.1% | +3.7% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 6mo: compounded portfolio wealth divided by compounded WFC 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…
6mo analysis · Full analysis span regression · 6 months rolling