+736.0%
PLTR vs MS
+159.2%
+576.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -5.9% | -3.8% | -5.3% |
| 7D | -21.1% | -3.4% | -17.7% | -18.9% |
| 30D | -19.3% | -3.9% | -15.4% | -16.8% |
| 3M | -2.2% | -15.9% | +13.7% | +11.0% |
| 6M | +14.0% | -2.5% | +16.5% | +14.6% |
| YTD | -12.8% | +5.1% | -17.9% | -18.3% |
| 1Y | -17.5% | +13.0% | -30.5% | -27.1% |
| All | +736.0% | +159.2% | +576.7% | +335.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling