+1,046.2%
PLTR vs WMB
+146.4%
+899.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.6% |
| 7D | -6.4% | +0.6% | -7.0% | -6.8% |
| 30D | +10.0% | +3.3% | +6.8% | +7.6% |
| 3M | +23.0% | +3.1% | +19.9% | +19.0% |
| 6M | +13.8% | -0.7% | +14.5% | +11.9% |
| YTD | -1.9% | +25.2% | -27.1% | -18.8% |
| 1Y | +11.6% | +32.9% | -21.2% | -13.0% |
| All | +1,046.2% | +146.4% | +899.8% | +418.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling