+496.1%
PLTR vs MAS
+41.7%
+454.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -3.4% | -6.3% | -8.0% |
| 7D | -21.1% | +4.6% | -25.6% | -23.0% |
| 30D | -19.3% | +19.9% | -39.2% | -27.0% |
| 3M | -2.2% | +8.9% | -11.1% | -7.0% |
| 6M | +14.0% | +20.2% | -6.1% | +1.3% |
| YTD | -12.8% | +33.9% | -46.7% | -29.9% |
| 1Y | -17.5% | +34.7% | -52.2% | -34.2% |
| 3Y | +720.5% | +60.4% | +660.1% | +420.2% |
| 5Y | +496.1% | +43.5% | +452.7% | +302.9% |
| All | +496.1% | +41.7% | +454.4% | +302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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