+499.6%
PLTR vs WMB
+178.0%
+321.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.6% |
| 7D | -12.9% | -13.8% | +0.9% | -5.7% |
| 30D | -17.4% | -10.3% | -7.1% | -12.6% |
| 3M | +2.9% | -10.1% | +12.9% | +7.8% |
| 6M | +19.9% | -11.8% | +31.7% | +25.2% |
| YTD | -9.8% | +8.9% | -18.7% | -18.7% |
| 1Y | -8.4% | +14.0% | -22.3% | -20.2% |
| 3Y | +765.0% | +100.5% | +664.5% | +417.4% |
| All | +499.6% | +178.0% | +321.6% | +207.8% |
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