-65.2%
MSTR vs PLTD
-77.3%
+12.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.3% | -6.7% | -3.2% |
| 7D | +9.3% | +4.5% | +4.8% | +12.9% |
| 30D | +36.5% | -0.7% | +37.3% | +38.2% |
| 3M | +7.3% | -31.0% | +38.4% | -5.4% |
| 6M | +2.2% | -24.8% | +27.1% | -2.3% |
| YTD | -10.2% | -18.6% | +8.4% | -8.7% |
| 1Y | -58.6% | -31.8% | -26.8% | -60.5% |
| All | -65.2% | -77.3% | +12.1% | -79.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling