+257.0%
MUU vs PLD
+7.0%
+250.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.2% | -2.7% |
| 7D | -32.5% | +0.8% | -33.3% | -32.4% |
| 30D | -55.2% | +0.5% | -55.7% | -54.9% |
| 3M | -40.7% | -5.5% | -35.2% | -41.5% |
| 6M | -43.9% | -8.3% | -35.6% | -43.6% |
| YTD | +203.2% | +4.3% | +198.9% | +206.7% |
| 1Y | +257.0% | +7.4% | +249.6% | +267.0% |
| All | +257.0% | +7.0% | +250.0% | +267.0% |
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 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