+1.1%
MUB vs PLTD
-31.0%
+32.1%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -2.0% | +1.3% | -3.3% | -1.9% |
| 3M | -2.5% | -32.9% | +30.3% | -2.7% |
| 6M | -2.3% | -24.9% | +22.5% | -2.5% |
| YTD | -1.3% | -18.2% | +17.0% | -1.4% |
| 1Y | +1.1% | -28.7% | +29.8% | +1.0% |
| All | +1.1% | -31.0% | +32.1% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling