+1,000.7%
MUU vs PLD
+15.0%
+985.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +10.4% |
| 7D | -42.8% | -0.8% | -42.0% | -42.0% |
| 30D | -63.6% | -0.3% | -63.4% | -63.7% |
| 3M | -48.5% | -8.0% | -40.5% | -44.2% |
| 6M | -36.9% | -9.8% | -27.1% | -33.0% |
| YTD | +176.7% | +1.8% | +174.9% | +137.4% |
| 1Y | +266.3% | +5.6% | +260.7% | +194.9% |
| All | +1,000.7% | +15.0% | +985.7% | +607.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling