+2,980.3%
MUU vs PLTD
-76.7%
+3,057.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.3% | -11.6% | -8.1% |
| 7D | +3.6% | +9.9% | -6.3% | +8.8% |
| 30D | +22.3% | +3.8% | +18.5% | +25.0% |
| 3M | -8.2% | -32.3% | +24.1% | -23.3% |
| 6M | +256.3% | -25.9% | +282.2% | +225.4% |
| YTD | +534.4% | -16.4% | +550.8% | +543.4% |
| 1Y | +2,163.5% | -25.2% | +2,188.6% | +2,194.6% |
| All | +2,980.3% | -76.7% | +3,057.0% | +1,721.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling