-45.6%
MSTR vs PLTD
-12.9%
-32.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -2.1% |
| 7D | -1.2% | +13.7% | -15.0% | +6.9% |
| 30D | -15.9% | +18.4% | -34.4% | -5.6% |
| 3M | +33.1% | -7.5% | +40.6% | +34.6% |
| 6M | -31.0% | -31.3% | +0.3% | -35.8% |
| YTD | -15.1% | -15.4% | +0.2% | -13.2% |
| 1Y | -45.6% | -18.4% | -27.2% | -44.8% |
| All | -45.6% | -12.9% | -32.8% | -44.8% |
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