+1,106.1%
MUU vs PLD
+17.8%
+1,088.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.2% | -2.2% |
| 7D | -32.5% | +0.8% | -33.3% | -32.4% |
| 30D | -55.2% | +0.5% | -55.7% | -55.4% |
| 3M | -40.7% | -5.5% | -35.2% | -37.4% |
| 6M | -43.9% | -8.3% | -35.6% | -41.4% |
| YTD | +203.2% | +4.3% | +198.9% | +154.4% |
| 1Y | +257.0% | +7.4% | +249.6% | +184.9% |
| All | +1,106.1% | +17.8% | +1,088.3% | +658.4% |
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