+39.2%
PLD vs MSFU
+34.7%
+4.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.6% | +2.5% |
| 7D | +0.7% | +14.6% | -13.9% | -0.2% |
| 30D | +0.8% | +2.1% | -1.3% | +0.6% |
| 3M | -6.1% | +14.7% | -20.8% | -7.1% |
| 6M | -8.0% | +55.7% | -63.7% | -11.5% |
| YTD | +4.7% | +7.1% | -2.4% | +3.7% |
| 1Y | +7.2% | -0.5% | +7.7% | +7.2% |
| 3Y | +39.2% | +35.7% | +3.5% | +29.9% |
| All | +39.2% | +34.7% | +4.5% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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