+548.8%
PLTR vs WMT
+129.2%
+419.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | 0.0% | -0.2% | +0.3% | +0.2% |
| 30D | -3.3% | -5.8% | +2.6% | -1.3% |
| 3M | +28.4% | -10.8% | +39.1% | +33.5% |
| 6M | +8.4% | -14.3% | +22.7% | +13.5% |
| YTD | -4.6% | -4.4% | -0.2% | -6.1% |
| 1Y | +4.4% | +4.3% | +0.1% | -2.8% |
| 3Y | +1,020.5% | +100.1% | +920.4% | +678.4% |
| 5Y | +548.8% | +130.8% | +418.0% | +369.7% |
| All | +548.8% | +129.2% | +419.6% | +369.7% |
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