-47.1%
MSTR vs PLTU
-46.5%
-0.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.3% | -3.2% | -0.2% |
| 7D | -14.2% | -0.9% | -13.3% | -14.4% |
| 30D | -19.9% | -34.7% | +14.8% | -10.2% |
| 3M | +27.3% | -10.8% | +38.1% | +30.0% |
| 6M | -37.6% | +24.1% | -61.6% | -44.2% |
| YTD | -19.5% | -36.8% | +17.3% | -21.3% |
| 1Y | -47.1% | -47.0% | -0.1% | -45.7% |
| All | -47.1% | -46.5% | -0.6% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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