+1,348.1%
MUU vs PLD
+16.4%
+1,331.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.1% |
| 7D | +43.7% | 0.0% | +43.7% | +43.9% |
| 30D | -37.2% | -3.7% | -33.5% | -34.4% |
| 3M | -36.1% | -7.9% | -28.2% | -30.6% |
| 6M | -35.7% | -9.2% | -26.5% | -32.2% |
| YTD | +264.0% | +3.1% | +260.9% | +209.3% |
| 1Y | +359.1% | +6.2% | +352.9% | +271.8% |
| All | +1,348.1% | +16.4% | +1,331.7% | +821.9% |
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