+9.0%
MSFT vs PLTD
-16.1%
+25.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.4% | +4.3% | +7.2% |
| 7D | +4.7% | +14.4% | -9.8% | +8.0% |
| 30D | +5.8% | +8.6% | -2.8% | +8.2% |
| 3M | +13.0% | -9.2% | +22.2% | +11.6% |
| 6M | +34.9% | -29.5% | +64.4% | +29.5% |
| YTD | +15.7% | -20.2% | +35.8% | +14.2% |
| 1Y | +9.0% | -16.5% | +25.5% | +8.8% |
| All | +9.0% | -16.1% | +25.1% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling