+14.0%
PLTR vs MSTR
-31.8%
+45.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -9.3% | -0.4% | -6.4% |
| 7D | -21.1% | -8.7% | -12.4% | -18.4% |
| 30D | -19.3% | -21.4% | +2.1% | -12.5% |
| 3M | -2.2% | +31.4% | -33.6% | -14.2% |
| 6M | +14.0% | -30.8% | +44.9% | +30.3% |
| All | +14.0% | -31.8% | +45.8% | +30.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling