-68.8%
MSTR vs PLTD
-78.1%
+9.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.8% | -3.5% |
| 7D | -14.2% | -1.6% | -12.6% | -14.4% |
| 30D | -19.9% | +18.5% | -38.3% | -10.6% |
| 3M | +27.3% | -2.4% | +29.8% | +30.7% |
| 6M | -37.6% | -34.6% | -3.0% | -44.4% |
| YTD | -19.5% | -21.4% | +2.0% | -17.9% |
| 1Y | -47.1% | -16.8% | -30.4% | -43.7% |
| All | -68.8% | -78.1% | +9.3% | -81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling