-12.6%
PLTR vs MS
+16.8%
-29.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.4% | +3.7% |
| 7D | -5.1% | +0.7% | -5.9% | -5.3% |
| 30D | -19.1% | -0.9% | -18.1% | -18.4% |
| 3M | -1.6% | -13.0% | +11.4% | +5.8% |
| 6M | +22.8% | -2.0% | +24.8% | +23.5% |
| YTD | -4.8% | +7.8% | -12.6% | -10.1% |
| All | -12.6% | +16.8% | -29.4% | -24.0% |
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