+1,735.1%
PLTR vs WPM
+240.1%
+1,495.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.2% |
| 7D | -6.4% | +1.1% | -7.5% | -6.7% |
| 30D | +10.0% | +26.4% | -16.3% | +3.1% |
| 3M | +23.0% | +20.8% | +2.2% | +16.2% |
| 6M | +13.8% | +1.1% | +12.7% | +11.7% |
| YTD | -1.9% | +32.5% | -34.4% | -10.9% |
| 1Y | +11.6% | +51.5% | -39.9% | -2.7% |
| 3Y | +1,048.4% | +267.0% | +781.4% | +684.6% |
| 5Y | +554.4% | +250.1% | +304.3% | +338.5% |
| All | +1,735.1% | +240.1% | +1,495.0% | +1,139.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling