-63.6%
MSTR vs PLTD
-77.8%
+14.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.6% | -6.0% | +1.1% |
| 7D | +12.2% | +5.9% | +6.2% | +16.7% |
| 30D | +45.2% | -11.6% | +56.8% | +38.8% |
| 3M | +10.4% | -29.9% | +40.3% | -1.6% |
| 6M | -2.5% | -28.5% | +26.0% | -9.5% |
| YTD | -6.0% | -20.4% | +14.4% | -5.7% |
| 1Y | -56.4% | -33.3% | -23.1% | -58.9% |
| All | -63.6% | -77.8% | +14.2% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling