-13.5%
MSFU vs PLTD
-16.9%
+3.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -1.7% | -7.1% | -9.7% |
| 7D | -12.7% | -1.6% | -11.1% | -12.8% |
| 30D | -9.0% | +18.5% | -27.5% | -0.7% |
| 3M | +2.9% | -2.4% | +5.4% | +4.1% |
| 6M | +43.5% | -34.6% | +78.1% | +29.8% |
| YTD | -2.4% | -21.4% | +19.0% | -3.9% |
| 1Y | -13.5% | -16.8% | +3.3% | -13.5% |
| All | -13.5% | -16.9% | +3.4% | -13.5% |
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