+1,645.9%
PLTR vs WMT
+149.6%
+1,496.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -9.1% | -2.5% | -6.7% | -8.2% |
| 30D | -5.2% | -6.4% | +1.2% | -3.0% |
| 3M | +27.4% | -12.1% | +39.5% | +33.5% |
| 6M | +9.7% | -15.0% | +24.7% | +15.5% |
| YTD | -6.7% | -4.5% | -2.2% | -8.0% |
| 1Y | -0.5% | +6.2% | -6.7% | -8.2% |
| 3Y | +996.2% | +99.9% | +896.4% | +653.9% |
| 5Y | +531.1% | +131.4% | +399.7% | +307.3% |
| All | +1,645.9% | +149.6% | +1,496.3% | +1,003.6% |
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