+651.6%
PLTR vs WMT
+170.5%
+481.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.3% |
| 3M | +0.3% | +9.0% | -8.7% | -3.1% |
| 6M | +26.2% | -3.0% | +29.1% | +26.9% |
| YTD | -3.5% | +14.0% | -17.5% | -11.0% |
| 1Y | -6.8% | +23.0% | -29.9% | -17.7% |
| 3Y | +772.3% | +135.1% | +637.2% | +482.5% |
| 5Y | +651.6% | +172.7% | +478.8% | +378.3% |
| All | +651.6% | +170.5% | +481.1% | +378.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling