+23.8%
PLD vs MSFU
+32.9%
-9.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | -0.5% |
| 7D | -2.4% | -5.7% | +3.3% | -2.0% |
| 30D | -2.4% | +4.2% | -6.6% | -2.7% |
| 3M | -3.8% | +27.9% | -31.7% | -5.8% |
| 6M | 0.0% | +37.1% | -37.1% | -3.3% |
| YTD | +9.2% | -7.4% | +16.6% | +9.4% |
| 1Y | +25.9% | -19.6% | +45.5% | +28.2% |
| All | +23.8% | +32.9% | -9.1% | +12.6% |
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