+770.5%
PLTR vs WMT
+134.8%
+635.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +10.7% | -1.2% | +11.9% | +11.1% |
| 30D | -17.8% | +12.4% | -30.2% | -20.8% |
| 3M | +0.3% | +9.0% | -8.7% | -2.7% |
| 6M | +26.2% | -3.0% | +29.1% | +27.4% |
| YTD | -3.5% | +14.0% | -17.5% | -11.3% |
| 1Y | -6.8% | +23.0% | -29.9% | -18.5% |
| All | +770.5% | +134.8% | +635.7% | +510.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling