+17.9%
MSFT vs PLTD
-78.0%
+96.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -2.4% | -9.8% | +7.3% | -4.3% |
| 30D | -3.8% | +18.9% | -22.7% | -0.1% |
| 3M | +6.4% | -4.2% | +10.6% | +6.4% |
| 6M | +28.8% | -34.8% | +63.6% | +22.4% |
| YTD | +8.8% | -21.1% | +30.0% | +8.1% |
| 1Y | +3.2% | -19.3% | +22.4% | +3.1% |
| All | +17.9% | -78.0% | +96.0% | -4.2% |
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