+496.1%
PLTR vs WM
+62.1%
+434.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | +1.2% | -10.9% | -9.9% |
| 7D | -21.1% | +4.5% | -25.6% | -21.8% |
| 30D | -19.3% | +16.1% | -35.4% | -21.8% |
| 3M | -2.2% | +8.0% | -10.2% | -3.8% |
| 6M | +14.0% | +8.4% | +5.6% | +11.8% |
| YTD | -12.8% | +11.2% | -24.0% | -15.3% |
| 1Y | -17.5% | +22.3% | -39.8% | -22.3% |
| 3Y | +720.5% | +50.2% | +670.2% | +609.4% |
| 5Y | +496.1% | +63.3% | +432.8% | +366.4% |
| All | +496.1% | +62.1% | +434.1% | +366.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling