+14.8%
MSI vs PLTD
-77.7%
+92.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.5% | +8.1% | +2.5% |
| 7D | +8.3% | +4.2% | +4.1% | +8.5% |
| 30D | +18.9% | +20.8% | -2.0% | +19.5% |
| 3M | +13.2% | -2.6% | +15.8% | +13.1% |
| 6M | +38.3% | -33.1% | +71.3% | +36.9% |
| YTD | +38.9% | -20.0% | +58.9% | +38.7% |
| 1Y | +36.7% | -21.6% | +58.3% | +36.5% |
| All | +14.8% | -77.7% | +92.5% | +3.5% |
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 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