-0.5%
PLTR vs WMT
+4.6%
-5.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -9.1% | -2.5% | -6.7% | -9.6% |
| 30D | -5.2% | -6.4% | +1.2% | -6.4% |
| 3M | +27.4% | -12.1% | +39.5% | +23.2% |
| 6M | +9.7% | -15.0% | +24.7% | +5.9% |
| YTD | -6.7% | -4.5% | -2.2% | -5.8% |
| 1Y | -0.5% | +6.2% | -6.7% | +7.8% |
| All | -0.5% | +4.6% | -5.1% | +7.8% |
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