+1,735.1%
PLTR vs WMB
+381.1%
+1,354.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.6% |
| 7D | -6.4% | +0.6% | -7.0% | -6.7% |
| 30D | +10.0% | +3.3% | +6.8% | +8.0% |
| 3M | +23.0% | +3.1% | +19.9% | +19.9% |
| 6M | +13.8% | -0.7% | +14.5% | +12.3% |
| YTD | -1.9% | +25.2% | -27.1% | -14.4% |
| 1Y | +11.6% | +32.9% | -21.2% | -6.1% |
| 3Y | +1,048.4% | +140.6% | +907.9% | +645.7% |
| 5Y | +554.4% | +273.5% | +280.9% | +296.6% |
| All | +1,735.1% | +381.1% | +1,354.0% | +993.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling