-11.6%
PLTR vs WM
+19.7%
-31.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.1% |
| 7D | -3.8% | +1.2% | -4.9% | -3.4% |
| 30D | -19.2% | +13.7% | -32.9% | -16.3% |
| 3M | -3.7% | +5.2% | -8.9% | -2.0% |
| 6M | +22.5% | +11.2% | +11.3% | +27.3% |
| YTD | -5.0% | +9.4% | -14.4% | +2.1% |
| All | -11.6% | +19.7% | -31.3% | +0.1% |
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