+1,668.3%
PLTR vs WMT
+202.4%
+1,465.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.6% |
| 7D | +4.7% | +2.0% | +2.7% | +4.0% |
| 30D | -16.4% | +10.3% | -26.7% | -19.6% |
| 3M | -6.2% | +11.0% | -17.1% | -10.3% |
| 6M | +29.2% | -2.3% | +31.5% | +29.6% |
| YTD | -5.5% | +15.7% | -21.2% | -13.7% |
| 1Y | -2.4% | +26.0% | -28.4% | -15.3% |
| 3Y | +752.3% | +136.5% | +615.8% | +448.3% |
| 5Y | +635.8% | +176.8% | +459.0% | +343.0% |
| All | +1,668.3% | +202.4% | +1,465.9% | +934.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling