+294.3%
PLTR vs MUU
+1,403.4%
-1,109.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.1% |
| 7D | +10.7% | +43.7% | -33.0% | +5.9% |
| 30D | -17.8% | -37.2% | +19.5% | -14.6% |
| 3M | +0.3% | -36.1% | +36.4% | +2.8% |
| 6M | +26.2% | -35.7% | +61.9% | +17.5% |
| YTD | -3.5% | +264.0% | -267.5% | -39.6% |
| 1Y | -6.8% | +359.1% | -365.9% | -45.9% |
| All | +294.3% | +1,403.4% | -1,109.1% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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