+3.4%
MUB vs PLTD
-77.7%
+81.2%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.5% | +5.6% | 0.0% |
| 7D | +1.0% | +4.2% | -3.2% | +1.1% |
| 30D | +3.9% | +20.8% | -17.0% | +3.9% |
| 3M | -0.4% | -2.6% | +2.2% | -0.4% |
| 6M | -0.6% | -33.1% | +32.5% | -0.7% |
| YTD | +0.4% | -20.0% | +20.5% | +0.4% |
| 1Y | +0.8% | -21.6% | +22.5% | +0.8% |
| All | +3.4% | -77.7% | +81.2% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling