+11.6%
PLTR vs MSTR
-56.7%
+68.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -4.1% |
| 7D | -6.4% | +12.2% | -18.6% | -9.9% |
| 30D | +10.0% | +45.2% | -35.1% | -2.9% |
| 3M | +23.0% | +10.4% | +12.6% | +16.5% |
| 6M | +13.8% | -2.5% | +16.3% | +10.5% |
| YTD | -1.9% | -6.0% | +4.1% | -5.8% |
| 1Y | +11.6% | -56.4% | +68.1% | +32.7% |
| All | +11.6% | -56.7% | +68.4% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 1y: compounded portfolio wealth divided by compounded MSTR 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…
1y analysis · Full analysis span regression · 6 months rolling