-12.6%
PLTR vs WM
+20.0%
-32.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | -5.1% | -0.5% | -4.7% | -5.2% |
| 30D | -19.1% | +13.3% | -32.4% | -16.1% |
| 3M | -1.6% | +4.4% | -6.0% | -0.2% |
| 6M | +22.8% | +10.8% | +12.0% | +27.5% |
| YTD | -4.8% | +9.1% | -13.9% | +2.3% |
| All | -12.6% | +20.0% | -32.6% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling