-10.0%
PLTR vs WMT
+27.5%
-37.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -1.4% |
| 7D | -12.8% | +8.8% | -21.5% | -11.3% |
| 30D | -9.3% | +22.9% | -32.3% | -6.1% |
| 3M | +5.6% | +16.1% | -10.5% | +8.5% |
| 6M | +17.6% | -0.5% | +18.0% | +16.6% |
| YTD | -3.4% | +16.7% | -20.1% | +0.3% |
| 1Y | -10.0% | +27.4% | -37.3% | -4.7% |
| All | -10.0% | +27.5% | -37.5% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 1y: compounded portfolio wealth divided by compounded WMT 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…
1y analysis · Full analysis span regression · 6 months rolling