+826.1%
PLTR vs WU
-21.7%
+847.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | -5.1% | +9.1% | -14.2% | -7.8% |
| 30D | -19.1% | +12.1% | -31.2% | -22.1% |
| 3M | -1.6% | +0.3% | -2.0% | -2.2% |
| 6M | +22.8% | -19.1% | +41.9% | +27.1% |
| YTD | -4.8% | -19.2% | +14.4% | -1.9% |
| 1Y | -4.9% | -15.3% | +10.4% | -3.4% |
| 3Y | +826.1% | -21.3% | +847.4% | +836.8% |
| All | +826.1% | -21.7% | +847.8% | +836.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling