+2,722.8%
MUU vs PLTU
+133.3%
+2,589.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | -8.2% | -8.1% | -0.1% | -6.1% |
| 30D | +10.2% | -7.0% | +17.2% | +10.7% |
| 3M | -26.5% | +40.0% | -66.5% | -38.8% |
| 6M | +227.2% | -6.0% | +233.2% | +196.8% |
| YTD | +527.4% | -37.1% | +564.5% | +529.2% |
| 1Y | +1,843.7% | -33.1% | +1,876.8% | +1,807.3% |
| All | +2,722.8% | +133.3% | +2,589.5% | +1,504.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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