+774.7%
PLTR vs WSM
+271.7%
+503.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +0.4% | -3.0% | +3.4% | +1.4% |
| 30D | -17.5% | +10.1% | -27.6% | -19.9% |
| 3M | -1.5% | +4.9% | -6.4% | -3.0% |
| 6M | +25.9% | +49.8% | -23.8% | +11.5% |
| YTD | -3.0% | +48.7% | -51.8% | -14.7% |
| 1Y | -9.7% | +38.7% | -48.4% | -18.9% |
| All | +774.7% | +271.7% | +503.0% | +406.8% |
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