-1.1%
MSI vs PLTU
-18.5%
+17.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.0% | +8.1% | -0.9% |
| 7D | -3.7% | -13.6% | +9.9% | -3.7% |
| 30D | +6.8% | +16.7% | -9.8% | +7.0% |
| 3M | +14.3% | +29.6% | -15.3% | +13.9% |
| 6M | -1.6% | -0.1% | -1.5% | -2.3% |
| YTD | +22.8% | -31.5% | +54.3% | +21.3% |
| 1Y | -1.1% | -19.7% | +18.6% | -3.7% |
| All | -1.1% | -18.5% | +17.4% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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