+1,735.1%
PLTR vs WU
-49.2%
+1,784.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -6.4% | -0.8% | -5.6% | -6.2% |
| 30D | +10.0% | -1.1% | +11.1% | +10.3% |
| 3M | +23.0% | -3.9% | +26.9% | +23.1% |
| 6M | +13.8% | -20.7% | +34.5% | +21.8% |
| YTD | -1.9% | -18.4% | +16.4% | +3.3% |
| 1Y | +11.6% | -8.1% | +19.7% | +11.4% |
| 3Y | +1,048.4% | -24.2% | +1,072.6% | +1,106.1% |
| 5Y | +554.4% | -50.4% | +604.8% | +690.5% |
| All | +1,735.1% | -49.2% | +1,784.2% | +1,941.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling