-12.6%
PLTR vs MSTR
-49.7%
+37.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +6.3% |
| 7D | -5.1% | -4.0% | -1.2% | -3.9% |
| 30D | -19.1% | -18.6% | -0.4% | -13.9% |
| 3M | -1.6% | +25.6% | -27.2% | -10.1% |
| 6M | +22.8% | -33.1% | +55.8% | +31.4% |
| YTD | -4.8% | -17.3% | +12.5% | -7.0% |
| All | -12.6% | -49.7% | +37.1% | -1.6% |
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