+266.5%
MUU vs PLUG
-48.8%
+315.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.4% | +9.0% | +10.1% |
| 7D | -27.2% | +14.5% | -41.7% | -32.1% |
| 30D | -54.0% | -10.7% | -43.3% | -49.0% |
| 3M | -41.4% | -31.2% | -10.2% | -23.7% |
| 6M | -42.5% | -51.9% | +9.5% | -6.8% |
| YTD | +211.2% | -23.9% | +235.1% | +363.7% |
| All | +266.5% | -48.8% | +315.3% | +459.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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