+12.8%
MSI vs PLTU
+126.1%
-113.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.1% | -8.5% | +2.5% |
| 7D | +8.3% | -11.7% | +20.1% | +8.4% |
| 30D | +18.9% | -36.9% | +55.8% | +19.4% |
| 3M | +13.2% | -10.9% | +24.1% | +13.1% |
| 6M | +38.3% | +18.0% | +20.3% | +36.9% |
| YTD | +38.9% | -39.0% | +77.9% | +38.7% |
| 1Y | +36.7% | -41.5% | +78.2% | +36.4% |
| All | +12.8% | +126.1% | -113.3% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling