+552.9%
PLTR vs WMB
+275.1%
+277.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.2% |
| 6M | +13.8% | -0.7% | +14.5% | +11.9% |
| YTD | -1.9% | +25.2% | -27.1% | -17.0% |
| 1Y | +11.6% | +32.9% | -21.2% | -10.0% |
| 3Y | +1,048.4% | +140.6% | +907.9% | +549.1% |
| All | +552.9% | +275.1% | +277.8% | +236.9% |
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