+696.5%
MU vs PLTD
-77.5%
+774.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -1.9% |
| 7D | +12.8% | -4.8% | +17.6% | +11.4% |
| 30D | -14.9% | +16.9% | -31.7% | -9.8% |
| 3M | -18.0% | +2.6% | -20.7% | -15.8% |
| 6M | -3.1% | -36.2% | +33.1% | -10.4% |
| YTD | +172.9% | -19.4% | +192.3% | +179.5% |
| 1Y | +228.8% | -22.5% | +251.4% | +235.4% |
| All | +696.5% | -77.5% | +774.0% | +493.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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