-2.3%
MSFU vs PLTD
-77.5%
+75.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +1.2% |
| 7D | -2.8% | -4.8% | +2.0% | -4.5% |
| 30D | -5.3% | +16.9% | -22.2% | +1.4% |
| 3M | +7.2% | +2.6% | +4.6% | +10.4% |
| 6M | +51.0% | -36.2% | +87.2% | +37.0% |
| YTD | -1.2% | -19.4% | +18.2% | 0.0% |
| 1Y | -10.3% | -22.5% | +12.2% | -10.1% |
| All | -2.3% | -77.5% | +75.2% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling