+1,706.1%
PLTR vs MSI
+261.9%
+1,444.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +10.7% | +2.6% | +8.1% | +9.1% |
| 30D | -17.8% | +18.1% | -35.9% | -25.8% |
| 3M | +0.3% | +13.2% | -12.9% | -7.3% |
| 6M | +26.2% | +36.3% | -10.1% | +2.9% |
| YTD | -3.5% | +39.5% | -43.0% | -24.6% |
| 1Y | -6.8% | +36.9% | -43.7% | -26.3% |
| 3Y | +772.3% | +76.1% | +696.2% | +439.3% |
| 5Y | +651.6% | +123.7% | +527.8% | +254.0% |
| All | +1,706.1% | +261.9% | +1,444.2% | +583.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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