+2,189.6%
PLTR vs MSFU
+103.9%
+2,085.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.5% | 0.0% | +2.8% |
| 7D | -5.1% | +14.6% | -19.7% | -12.0% |
| 30D | -19.1% | +2.1% | -21.2% | -20.3% |
| 3M | -1.6% | +14.7% | -16.3% | -9.0% |
| 6M | +22.8% | +55.7% | -32.9% | -5.9% |
| YTD | -4.8% | +7.1% | -11.9% | -13.1% |
| 1Y | -4.9% | -0.5% | -4.4% | -9.7% |
| 3Y | +826.1% | +35.7% | +790.4% | +584.4% |
| All | +2,189.6% | +103.9% | +2,085.7% | +1,224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling