+1,025.6%
PLTR vs WPM
+279.1%
+746.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -5.3% | +7.0% | -12.4% | -7.2% |
| 30D | -1.0% | +15.7% | -16.7% | -5.5% |
| 3M | +24.8% | +35.2% | -10.4% | +13.6% |
| 6M | +8.4% | +6.1% | +2.3% | +4.7% |
| YTD | -4.2% | +32.6% | -36.8% | -14.2% |
| 1Y | +9.1% | +46.9% | -37.8% | -5.9% |
| 3Y | +1,025.6% | +276.3% | +749.3% | +604.6% |
| All | +1,025.6% | +279.1% | +746.5% | +604.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling