-42.3%
MSTR vs PLTD
-16.1%
-26.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +6.4% |
| 7D | -1.8% | +14.4% | -16.2% | +6.3% |
| 30D | -13.3% | +8.6% | -22.0% | -7.9% |
| 3M | +46.0% | -9.2% | +55.2% | +44.6% |
| 6M | -22.4% | -29.5% | +7.1% | -27.1% |
| YTD | -6.2% | -20.2% | +14.0% | -7.0% |
| 1Y | -42.3% | -16.5% | -25.8% | -40.1% |
| All | -42.3% | -16.1% | -26.2% | -40.1% |
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