+1,272.2%
MUU vs PLD
+16.5%
+1,255.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | +24.7% | +1.3% | +23.3% | +23.3% |
| 30D | -35.1% | -1.4% | -33.8% | -34.0% |
| 3M | -44.3% | -8.2% | -36.1% | -39.4% |
| 6M | -44.4% | -8.0% | -36.4% | -42.3% |
| YTD | +244.9% | +3.2% | +241.8% | +192.8% |
| 1Y | +365.6% | +7.0% | +358.6% | +272.3% |
| All | +1,272.2% | +16.5% | +1,255.7% | +772.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling