-0.8%
MSFT vs PLTD
-33.9%
+33.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.6% | -6.7% | -1.0% |
| 7D | -2.7% | +5.9% | -8.6% | -1.3% |
| 30D | +2.7% | -11.6% | +14.3% | +0.5% |
| 3M | +17.0% | -29.9% | +46.9% | +11.0% |
| 6M | +23.8% | -28.5% | +52.4% | +19.4% |
| YTD | +4.0% | -20.4% | +24.4% | +2.1% |
| 1Y | -0.8% | -33.3% | +32.4% | -6.1% |
| All | -0.8% | -33.9% | +33.1% | -6.1% |
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