+2,070.2%
PLTR vs MSFU
+93.3%
+1,976.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.3% | +4.4% |
| 7D | -12.9% | +2.5% | -15.3% | -14.6% |
| 30D | -17.4% | -1.3% | -16.1% | -17.4% |
| 3M | +2.9% | +8.6% | -5.8% | -2.3% |
| 6M | +19.9% | +48.4% | -28.5% | -6.0% |
| YTD | -9.8% | +1.6% | -11.3% | -15.5% |
| 1Y | -8.4% | -5.8% | -2.6% | -10.7% |
| 3Y | +765.0% | +30.9% | +734.1% | +549.6% |
| All | +2,070.2% | +93.3% | +1,976.9% | +1,188.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling