+499.6%
PLTR vs MSI
+118.7%
+380.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.8% |
| 7D | -12.9% | +4.7% | -17.6% | -15.6% |
| 30D | -17.4% | +14.8% | -32.1% | -24.6% |
| 3M | +2.9% | +8.8% | -6.0% | -3.2% |
| 6M | +19.9% | +19.3% | +0.6% | +4.6% |
| YTD | -9.8% | +35.3% | -45.1% | -29.5% |
| 1Y | -8.4% | +33.8% | -42.1% | -27.8% |
| 3Y | +765.0% | +74.4% | +690.6% | +399.4% |
| All | +499.6% | +118.7% | +380.8% | +140.0% |
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