+71.4%
MSFT vs PLTR
+540.2%
-468.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.2% | -0.7% |
| 7D | -1.4% | -5.3% | +3.9% | -0.5% |
| 30D | -1.0% | -1.0% | 0.0% | -1.0% |
| 3M | +20.2% | +24.8% | -4.6% | +14.1% |
| 6M | +21.3% | +8.4% | +12.9% | +17.8% |
| YTD | +2.8% | -4.2% | +7.0% | +1.6% |
| 1Y | 0.0% | +9.1% | -9.1% | -4.0% |
| 3Y | +51.2% | +1,025.6% | -974.3% | -12.6% |
| 5Y | +71.4% | +565.8% | -494.3% | +1.3% |
| All | +71.4% | +540.2% | -468.8% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTR.
Daily Out/Under-Performance
Portfolio return minus PLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTR 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 5y: compounded portfolio wealth divided by compounded PLTR 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…
5y analysis · Full analysis span regression · 6 months rolling