+5,041.6%
MU vs PLD
+1,606.2%
+3,435.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.8% |
| 6M | +2.6% | -7.0% | +9.5% | +4.8% |
| YTD | +130.1% | +3.1% | +127.1% | +122.7% |
| 1Y | +176.7% | +7.1% | +169.6% | +162.7% |
| 3Y | +813.1% | +32.9% | +780.2% | +674.8% |
| 5Y | +822.0% | +1.5% | +820.4% | +772.9% |
| 10Y | +3,936.2% | +245.9% | +3,690.3% | +2,021.1% |
| All | +5,041.6% | +1,606.2% | +3,435.4% | +1,131.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling