+552.9%
PLTR vs MS
+145.3%
+407.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.7% |
| 7D | -6.4% | +1.4% | -7.8% | -7.5% |
| 30D | +10.0% | -0.3% | +10.3% | +10.3% |
| 3M | +23.0% | +0.3% | +22.7% | +21.8% |
| 6M | +13.8% | +31.3% | -17.5% | -12.9% |
| YTD | -1.9% | +24.7% | -26.6% | -22.0% |
| 1Y | +11.6% | +47.9% | -36.3% | -24.9% |
| 3Y | +1,048.4% | +178.3% | +870.1% | +308.3% |
| All | +552.9% | +145.3% | +407.6% | +162.8% |
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