+2,577.5%
MUU vs PLD
+27.5%
+2,550.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.0% |
| 7D | +13.9% | -0.9% | +14.8% | +14.0% |
| 30D | +24.8% | -1.2% | +26.0% | +24.8% |
| 3M | -15.7% | -2.3% | -13.4% | -14.9% |
| 6M | +338.9% | +4.5% | +334.4% | +319.7% |
| YTD | +563.2% | +10.1% | +553.0% | +502.0% |
| 1Y | +2,577.5% | +25.9% | +2,551.6% | +1,802.6% |
| All | +2,577.5% | +27.5% | +2,550.0% | +1,802.6% |
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