+40.2%
MSI vs PLTD
-18.9%
+59.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | +0.1% |
| 7D | +3.2% | -4.8% | +8.0% | +3.3% |
| 30D | +17.6% | +16.9% | +0.7% | +17.5% |
| 3M | +14.5% | +2.6% | +11.9% | +14.4% |
| 6M | +34.3% | -36.2% | +70.5% | +33.7% |
| YTD | +39.7% | -19.4% | +59.1% | +37.1% |
| 1Y | +40.2% | -22.5% | +62.7% | +35.7% |
| All | +40.2% | -18.9% | +59.1% | +35.7% |
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