+496.1%
PLTR vs MS
+110.9%
+385.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -5.9% | -3.8% | -4.5% |
| 7D | -21.1% | -3.4% | -17.7% | -18.6% |
| 30D | -19.3% | -3.9% | -15.4% | -16.4% |
| 3M | -2.2% | -15.9% | +13.7% | +13.6% |
| 6M | +14.0% | -2.5% | +16.5% | +14.5% |
| YTD | -12.8% | +5.1% | -17.9% | -19.7% |
| 1Y | -17.5% | +13.0% | -30.5% | -29.0% |
| 3Y | +720.5% | +160.7% | +559.8% | +200.1% |
| 5Y | +496.1% | +114.0% | +382.1% | +163.1% |
| All | +496.1% | +110.9% | +385.2% | +163.1% |
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