+777.8%
PLTR vs MUB
+10.8%
+767.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | -12.9% | +0.7% | -13.6% | -13.5% |
| 30D | -17.4% | +4.4% | -21.7% | -21.1% |
| 3M | +2.9% | -0.2% | +3.0% | +3.3% |
| 6M | +19.9% | -0.6% | +20.5% | +20.9% |
| YTD | -9.8% | +0.3% | -10.1% | -9.8% |
| 1Y | -8.4% | +0.8% | -9.1% | -8.6% |
| All | +777.8% | +10.8% | +767.0% | +547.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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