+1,025.6%
PLTR vs WSM
+239.4%
+786.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -5.3% | +2.6% | -7.9% | -6.1% |
| 30D | -1.0% | -9.5% | +8.5% | +2.1% |
| 3M | +24.8% | +12.9% | +11.9% | +20.2% |
| 6M | +8.4% | +23.0% | -14.7% | +1.1% |
| YTD | -4.2% | +28.9% | -33.1% | -12.5% |
| 1Y | +9.1% | +13.7% | -4.6% | +3.5% |
| 3Y | +1,025.6% | +232.6% | +793.0% | +546.9% |
| All | +1,025.6% | +239.4% | +786.2% | +546.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling