+1,684.5%
PLTR vs WPM
+244.0%
+1,440.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.7% |
| 7D | 0.0% | +3.9% | -3.8% | -0.9% |
| 30D | -3.3% | +17.7% | -20.9% | -7.7% |
| 3M | +28.4% | +39.4% | -11.1% | +16.9% |
| 6M | +8.4% | +6.4% | +2.0% | +5.0% |
| YTD | -4.6% | +34.0% | -38.6% | -13.6% |
| 1Y | +4.4% | +50.5% | -46.1% | -8.8% |
| 3Y | +1,020.5% | +280.3% | +740.2% | +659.1% |
| 5Y | +548.8% | +266.3% | +282.5% | +331.8% |
| All | +1,684.5% | +244.0% | +1,440.5% | +1,101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling