+1,692.6%
PLTR vs MSI
+215.1%
+1,477.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.7% |
| 7D | -5.3% | -5.8% | +0.4% | -1.9% |
| 30D | -1.0% | -1.0% | 0.0% | -0.5% |
| 3M | +24.8% | +14.2% | +10.6% | +14.1% |
| 6M | +8.4% | +1.0% | +7.3% | +6.1% |
| YTD | -4.2% | +21.5% | -25.7% | -18.3% |
| 1Y | +9.1% | -2.1% | +11.2% | +8.0% |
| 3Y | +1,025.6% | +69.3% | +956.3% | +598.7% |
| 5Y | +565.8% | +99.3% | +466.4% | +237.7% |
| All | +1,692.6% | +215.1% | +1,477.6% | +640.2% |
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