+2,204.5%
PLTR vs MSFU
+72.2%
+2,132.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.1% |
| 7D | -5.3% | -3.2% | -2.2% | -3.6% |
| 30D | -1.0% | -3.1% | +2.1% | +0.6% |
| 3M | +24.8% | +35.3% | -10.5% | +3.5% |
| 6M | +8.4% | +31.6% | -23.2% | -9.4% |
| YTD | -4.2% | -9.5% | +5.3% | -3.9% |
| 1Y | +9.1% | -18.4% | +27.5% | +15.5% |
| 3Y | +1,025.6% | +26.9% | +998.6% | +760.0% |
| All | +2,204.5% | +72.2% | +2,132.2% | +1,365.9% |
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