+617.6%
PLTR vs WMB
+200.5%
+417.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +4.7% | +7.8% | -3.1% | +0.6% |
| 30D | -16.4% | -5.1% | -11.3% | -14.2% |
| 3M | -6.2% | -4.7% | -1.4% | -4.4% |
| 6M | +29.2% | -7.4% | +36.6% | +31.9% |
| YTD | -5.5% | +17.5% | -23.0% | -18.1% |
| 1Y | -2.4% | +19.5% | -21.9% | -16.8% |
| 3Y | +752.3% | +121.3% | +631.0% | +384.5% |
| All | +617.6% | +200.5% | +417.1% | +261.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling