+808.8%
MU vs PLD
+33.1%
+775.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.1% | -15.3% | -16.5% |
| 7D | -29.7% | +0.4% | -30.2% | -29.8% |
| 30D | -37.2% | -0.1% | -37.1% | -37.3% |
| 3M | -26.5% | -7.9% | -18.6% | -23.9% |
| 6M | +2.6% | -7.0% | +9.5% | +4.6% |
| YTD | +130.1% | +3.1% | +127.1% | +119.7% |
| 1Y | +176.7% | +7.1% | +169.6% | +158.0% |
| All | +808.8% | +33.1% | +775.7% | +638.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling