+552.9%
PLTR vs MSI
+103.4%
+449.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.9% |
| 7D | -6.4% | -3.7% | -2.7% | -4.2% |
| 30D | +10.0% | +6.8% | +3.2% | +4.7% |
| 3M | +23.0% | +14.3% | +8.7% | +11.8% |
| 6M | +13.8% | -1.6% | +15.4% | +13.5% |
| YTD | -1.9% | +22.8% | -24.7% | -18.1% |
| 1Y | +11.6% | -1.1% | +12.8% | +9.9% |
| 3Y | +1,048.4% | +70.5% | +977.9% | +563.0% |
| All | +552.9% | +103.4% | +449.5% | +183.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling