+822.0%
MU vs PLD
0.0%
+822.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.1% | -15.3% | -16.4% |
| 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% | -23.7% |
| 6M | +2.6% | -7.0% | +9.5% | +4.8% |
| YTD | +130.1% | +3.1% | +127.1% | +120.6% |
| 1Y | +176.7% | +7.1% | +169.6% | +159.3% |
| 3Y | +813.1% | +32.9% | +780.2% | +640.0% |
| 5Y | +822.0% | +1.5% | +820.4% | +698.6% |
| All | +822.0% | 0.0% | +822.0% | +698.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling