+548.8%
PLTR vs WSM
+182.5%
+366.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.4% |
| 7D | 0.0% | +2.6% | -2.6% | -1.2% |
| 30D | -3.3% | -9.3% | +6.0% | +1.0% |
| 3M | +28.4% | +7.1% | +21.3% | +24.2% |
| 6M | +8.4% | +21.7% | -13.3% | -2.0% |
| YTD | -4.6% | +28.7% | -33.4% | -16.8% |
| 1Y | +4.4% | +13.9% | -9.4% | -4.1% |
| 3Y | +1,020.5% | +232.2% | +788.3% | +411.6% |
| 5Y | +548.8% | +176.4% | +372.4% | +196.8% |
| All | +548.8% | +182.5% | +366.3% | +196.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling