+1,735.1%
PLTR vs WMT
+152.9%
+1,582.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.0% |
| 7D | -6.4% | +3.9% | -10.3% | -7.8% |
| 30D | +10.0% | -4.4% | +14.4% | +11.6% |
| 3M | +23.0% | -8.8% | +31.8% | +27.0% |
| 6M | +13.8% | -15.6% | +29.4% | +20.3% |
| YTD | -1.9% | -3.2% | +1.3% | -3.8% |
| 1Y | +11.6% | +7.0% | +4.6% | +2.8% |
| 3Y | +1,048.4% | +105.3% | +943.1% | +680.7% |
| 5Y | +554.4% | +129.3% | +425.1% | +325.4% |
| All | +1,735.1% | +152.9% | +1,582.1% | +1,053.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling