-68.7%
MSTR vs PLTU
+103.5%
-172.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.1% | -7.4% | -2.2% |
| 7D | -1.2% | -25.3% | +24.1% | +6.5% |
| 30D | -15.9% | -34.5% | +18.6% | -6.3% |
| 3M | +33.1% | -3.4% | +36.5% | +32.9% |
| 6M | -31.0% | +12.4% | -43.4% | -37.4% |
| YTD | -15.1% | -45.1% | +30.0% | -10.7% |
| 1Y | -45.6% | -45.7% | 0.0% | -43.5% |
| All | -68.7% | +103.5% | -172.2% | -81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling