+6,129.2%
MU vs PLD
+1,643.5%
+4,485.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.8% | -8.8% | -7.8% |
| 7D | -19.1% | +4.9% | -24.0% | -21.1% |
| 30D | -25.2% | +2.6% | -27.8% | -26.4% |
| 3M | -10.9% | -4.8% | -6.1% | -9.3% |
| 6M | +38.0% | -3.9% | +41.9% | +38.6% |
| YTD | +178.8% | +5.3% | +173.5% | +166.5% |
| 1Y | +265.1% | +9.3% | +255.9% | +242.7% |
| 3Y | +1,006.2% | +35.8% | +970.4% | +827.4% |
| 5Y | +1,027.5% | +2.9% | +1,024.6% | +958.6% |
| 10Y | +4,789.9% | +253.4% | +4,536.4% | +2,438.9% |
| All | +6,129.2% | +1,643.5% | +4,485.7% | +1,373.5% |
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