+6,028.8%
MU vs PLD
+236.1%
+5,792.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.5% |
| 7D | +9.0% | -2.4% | +11.4% | +10.3% |
| 30D | +13.8% | -2.4% | +16.2% | +15.2% |
| 3M | +2.1% | -3.8% | +5.9% | +3.1% |
| 6M | +153.8% | 0.0% | +153.8% | +150.5% |
| YTD | +256.4% | +9.2% | +247.2% | +232.2% |
| 1Y | +719.8% | +25.9% | +693.8% | +604.1% |
| 3Y | +1,360.4% | +21.3% | +1,339.1% | +1,151.7% |
| 5Y | +1,312.4% | +14.1% | +1,298.3% | +1,119.5% |
| All | +6,028.8% | +236.1% | +5,792.7% | +2,942.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling