+548.8%
PLTR vs WY
-20.4%
+569.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.2% |
| 7D | 0.0% | -1.7% | +1.7% | +1.1% |
| 30D | -3.3% | -9.9% | +6.6% | +3.1% |
| 3M | +28.4% | -7.5% | +35.9% | +33.5% |
| 6M | +8.4% | -5.1% | +13.5% | +9.2% |
| YTD | -4.6% | -2.1% | -2.5% | -7.0% |
| 1Y | +4.4% | -7.3% | +11.8% | +4.9% |
| 3Y | +1,020.5% | -22.6% | +1,043.1% | +1,143.2% |
| 5Y | +548.8% | -19.8% | +568.6% | +636.1% |
| All | +548.8% | -20.4% | +569.2% | +636.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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