+1,684.5%
PLTR vs WU
-50.9%
+1,735.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | 0.0% | -4.9% | +5.0% | +2.0% |
| 30D | -3.3% | -1.3% | -2.0% | -2.9% |
| 3M | +28.4% | -3.6% | +31.9% | +28.4% |
| 6M | +8.4% | -24.3% | +32.7% | +18.0% |
| YTD | -4.6% | -21.1% | +16.5% | +1.8% |
| 1Y | +4.4% | -10.3% | +14.7% | +5.2% |
| 3Y | +1,020.5% | -28.4% | +1,048.9% | +1,103.0% |
| 5Y | +548.8% | -51.2% | +600.0% | +689.0% |
| All | +1,684.5% | -50.9% | +1,735.4% | +1,910.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling