+2,981.5%
MUU vs PLTD
-33.9%
+3,015.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.6% | +7.0% | +13.0% |
| 7D | +17.4% | +5.9% | +11.4% | +19.6% |
| 30D | +24.0% | -11.6% | +35.6% | +19.1% |
| 3M | -23.9% | -29.9% | +6.0% | -27.6% |
| 6M | +284.4% | -28.5% | +313.0% | +277.2% |
| YTD | +583.7% | -20.4% | +604.1% | +680.4% |
| 1Y | +2,981.5% | -33.3% | +3,014.7% | +3,453.9% |
| All | +2,981.5% | -33.9% | +3,015.4% | +3,453.9% |
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