+3,047.9%
MUU vs PLTU
+140.2%
+2,907.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.7% |
| 7D | +15.0% | -0.8% | +15.8% | +14.3% |
| 30D | +36.8% | -8.8% | +45.6% | +37.9% |
| 3M | -8.5% | +41.7% | -50.2% | -23.9% |
| 6M | +320.7% | -9.3% | +330.0% | +286.5% |
| YTD | +599.7% | -35.2% | +634.9% | +595.8% |
| 1Y | +2,569.2% | -29.5% | +2,598.7% | +2,470.4% |
| All | +3,047.9% | +140.2% | +2,907.7% | +1,673.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling