+1,714.7%
PLTR vs WU
-50.7%
+1,765.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +3.2% |
| 7D | +0.4% | +2.1% | -1.7% | -0.8% |
| 30D | -17.5% | +10.1% | -27.7% | -20.9% |
| 3M | -1.5% | -1.1% | -0.3% | -2.0% |
| 6M | +25.9% | -19.8% | +45.7% | +33.4% |
| YTD | -3.0% | -20.8% | +17.7% | +2.5% |
| 1Y | -9.7% | -15.1% | +5.4% | -7.1% |
| 3Y | +776.5% | -23.2% | +799.7% | +806.5% |
| 5Y | +649.9% | -42.6% | +692.5% | +764.7% |
| All | +1,714.7% | -50.7% | +1,765.4% | +1,925.0% |
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