+565.8%
PLTR vs WU
-51.1%
+616.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.4% |
| 7D | -5.3% | -0.8% | -4.5% | -5.1% |
| 30D | -1.0% | -1.1% | +0.1% | -0.7% |
| 3M | +24.8% | -1.8% | +26.6% | +23.9% |
| 6M | +8.4% | -23.9% | +32.3% | +17.7% |
| YTD | -4.2% | -20.4% | +16.2% | +1.8% |
| 1Y | +9.1% | -10.6% | +19.7% | +9.9% |
| 3Y | +1,025.6% | -27.7% | +1,053.3% | +1,101.7% |
| 5Y | +565.8% | -51.1% | +616.9% | +682.6% |
| All | +565.8% | -51.1% | +616.9% | +682.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling