+49.9%
MS vs PLTD
-75.6%
+125.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +9.5% | -15.5% | -4.2% |
| 7D | -3.4% | +25.1% | -28.4% | +0.9% |
| 30D | -3.9% | +21.0% | -24.9% | -0.1% |
| 3M | -15.9% | -2.9% | -13.0% | -15.7% |
| 6M | -2.5% | -27.8% | +25.3% | -5.7% |
| YTD | +5.1% | -12.6% | +17.7% | +7.0% |
| 1Y | +13.0% | -9.8% | +22.8% | +16.5% |
| All | +49.9% | -75.6% | +125.6% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling