+3,119.8%
MUU vs PLTD
-77.3%
+3,197.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -1.8% |
| 7D | +13.9% | +4.5% | +9.4% | +16.4% |
| 30D | +24.8% | -0.7% | +25.5% | +24.3% |
| 3M | -15.7% | -31.0% | +15.3% | -28.4% |
| 6M | +338.9% | -24.8% | +363.7% | +305.8% |
| YTD | +563.2% | -18.6% | +581.7% | +562.5% |
| 1Y | +2,577.5% | -31.8% | +2,609.3% | +2,450.6% |
| All | +3,119.8% | -77.3% | +3,197.1% | +1,776.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling