+499.6%
PLTR vs MS
+111.6%
+387.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.0% |
| 7D | -12.9% | -1.6% | -11.3% | -11.7% |
| 30D | -17.4% | -3.8% | -13.6% | -14.5% |
| 3M | +2.9% | -14.6% | +17.5% | +17.8% |
| 6M | +19.9% | -5.1% | +24.9% | +23.4% |
| YTD | -9.8% | +4.5% | -14.3% | -16.5% |
| 1Y | -8.4% | +13.5% | -21.9% | -21.7% |
| 3Y | +765.0% | +160.4% | +604.6% | +216.3% |
| All | +499.6% | +111.6% | +387.9% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling