-2.0%
MSI vs PLTU
+140.2%
-142.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -4.0% | -0.8% | -3.2% | -4.0% |
| 30D | -0.5% | -8.8% | +8.4% | -0.4% |
| 3M | +11.4% | +41.7% | -30.3% | +10.3% |
| 6M | +1.0% | -9.3% | +10.3% | +0.4% |
| YTD | +20.7% | -35.2% | +55.9% | +20.6% |
| 1Y | -2.7% | -29.5% | +26.8% | -3.5% |
| All | -2.0% | +140.2% | -142.2% | -12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling