+0.5%
MSFU vs PLTD
-76.4%
+76.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -3.1% |
| 7D | +2.5% | +13.7% | -11.3% | +8.0% |
| 30D | -1.3% | +18.4% | -19.7% | +6.3% |
| 3M | +8.6% | -7.5% | +16.1% | +7.8% |
| 6M | +48.4% | -31.3% | +79.7% | +38.4% |
| YTD | +1.6% | -15.4% | +17.0% | +4.6% |
| 1Y | -5.8% | -18.4% | +12.6% | -3.4% |
| All | +0.5% | -76.4% | +76.9% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling