+365.6%
MUU vs PLTD
-18.9%
+384.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -4.4% |
| 7D | +24.7% | -4.8% | +29.4% | +22.9% |
| 30D | -35.1% | +16.9% | -52.0% | -30.0% |
| 3M | -44.3% | +2.6% | -46.9% | -41.2% |
| 6M | -44.4% | -36.2% | -8.2% | -44.1% |
| YTD | +244.9% | -19.4% | +264.3% | +353.5% |
| 1Y | +365.6% | -22.5% | +388.1% | +469.9% |
| All | +365.6% | -18.9% | +384.5% | +469.9% |
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