+266.5%
MUU vs PLD
+7.3%
+259.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.8% | +9.7% | +13.4% |
| 7D | -27.2% | +0.7% | -27.9% | -27.1% |
| 30D | -54.0% | +0.8% | -54.9% | -53.6% |
| 3M | -41.4% | -6.1% | -35.3% | -42.3% |
| 6M | -42.5% | -8.0% | -34.4% | -42.0% |
| YTD | +211.2% | +4.7% | +206.5% | +215.2% |
| All | +266.5% | +7.3% | +259.1% | +277.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling