-10.0%
PLTR vs WSM
+44.0%
-54.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.5% | -8.6% | -3.3% |
| 7D | -12.8% | +8.0% | -20.8% | -14.0% |
| 30D | -9.3% | +13.5% | -22.8% | -11.7% |
| 3M | +5.6% | +8.8% | -3.3% | +3.6% |
| 6M | +17.6% | +54.7% | -37.1% | +9.5% |
| YTD | -3.4% | +53.3% | -56.7% | -10.5% |
| 1Y | -10.0% | +41.1% | -51.1% | -14.1% |
| All | -10.0% | +44.0% | -54.0% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling