-6.8%
PLTR vs MSFU
-13.1%
+6.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | +10.7% | -4.9% | +15.6% | +12.6% |
| 30D | -17.8% | -9.1% | -8.7% | -15.1% |
| 3M | +0.3% | +8.7% | -8.4% | -3.1% |
| 6M | +26.2% | +48.3% | -22.1% | +8.7% |
| YTD | -3.5% | -1.6% | -1.9% | -9.0% |
| 1Y | -6.8% | -13.6% | +6.8% | -9.3% |
| All | -6.8% | -13.1% | +6.2% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling