+1,677.1%
PLTR vs MS
+375.5%
+1,301.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -3.8% | +0.8% | -4.5% | -4.2% |
| 30D | -19.2% | -0.7% | -18.6% | -18.7% |
| 3M | -3.7% | -12.4% | +8.7% | +6.3% |
| 6M | +22.5% | -1.7% | +24.2% | +22.9% |
| YTD | -5.0% | +8.0% | -13.1% | -12.9% |
| 1Y | -12.8% | +16.2% | -29.0% | -24.6% |
| 3Y | +758.3% | +171.3% | +587.0% | +277.2% |
| 5Y | +649.6% | +124.8% | +524.9% | +277.8% |
| All | +1,677.1% | +375.5% | +1,301.6% | +713.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling