+77.9%
MS vs PLTD
-77.8%
+155.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.4% | +1.1% |
| 7D | +1.4% | +5.9% | -4.6% | +2.6% |
| 30D | -0.3% | -11.6% | +11.4% | -2.2% |
| 3M | +0.3% | -29.9% | +30.2% | -4.2% |
| 6M | +31.3% | -28.5% | +59.9% | +27.0% |
| YTD | +24.7% | -20.4% | +45.1% | +24.2% |
| 1Y | +47.9% | -33.3% | +81.2% | +42.3% |
| All | +77.9% | -77.8% | +155.7% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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