+11.6%
PLTR vs MS
+49.4%
-37.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.6% |
| 7D | -6.4% | +1.4% | -7.8% | -7.1% |
| 30D | +10.0% | -0.3% | +10.3% | +10.1% |
| 3M | +23.0% | +0.3% | +22.7% | +22.1% |
| 6M | +13.8% | +31.3% | -17.5% | -2.4% |
| YTD | -1.9% | +24.7% | -26.6% | -13.8% |
| 1Y | +11.6% | +47.9% | -36.3% | -10.5% |
| All | +11.6% | +49.4% | -37.8% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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