+1,272.2%
MUU vs PLUG
-45.0%
+1,317.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -10.5% | +5.2% | -1.2% |
| 7D | +24.7% | -23.4% | +48.1% | +37.9% |
| 30D | -35.1% | -23.4% | -11.7% | -27.0% |
| 3M | -44.3% | -51.7% | +7.5% | -25.7% |
| 6M | -44.4% | -72.0% | +27.5% | -10.2% |
| YTD | +244.9% | -43.7% | +288.6% | +357.7% |
| 1Y | +365.6% | -55.4% | +421.0% | +549.4% |
| All | +1,272.2% | -45.0% | +1,317.3% | +1,687.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling