+22.9%
MSFT vs PLTD
-77.7%
+100.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.5% | +8.2% | +1.7% |
| 7D | +7.5% | +4.2% | +3.3% | +8.5% |
| 30D | +1.9% | +20.8% | -19.0% | +6.1% |
| 3M | +9.2% | -2.6% | +11.8% | +9.6% |
| 6M | +31.9% | -33.1% | +64.9% | +26.0% |
| YTD | +13.4% | -20.0% | +33.5% | +13.0% |
| 1Y | +10.6% | -21.6% | +32.3% | +10.1% |
| All | +22.9% | -77.7% | +100.7% | +0.1% |
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 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