+359.1%
MUU vs PLTD
-16.7%
+375.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.1% |
| 7D | +43.7% | -9.8% | +53.4% | +38.7% |
| 30D | -37.2% | +18.9% | -56.2% | -32.1% |
| 3M | -36.1% | -4.2% | -31.8% | -33.8% |
| 6M | -35.7% | -34.8% | -0.9% | -35.3% |
| YTD | +264.0% | -21.1% | +285.1% | +372.1% |
| 1Y | +359.1% | -19.3% | +378.4% | +571.1% |
| All | +359.1% | -16.7% | +375.8% | +571.1% |
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