+22.7%
PLD vs MSFU
+76.3%
-53.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | -0.3% |
| 7D | -2.4% | -5.7% | +3.3% | -1.8% |
| 30D | -2.4% | +4.2% | -6.6% | -3.0% |
| 3M | -3.8% | +27.9% | -31.7% | -7.2% |
| 6M | 0.0% | +37.1% | -37.1% | -5.3% |
| YTD | +9.2% | -7.4% | +16.6% | +9.0% |
| 1Y | +25.9% | -19.6% | +45.5% | +28.4% |
| 3Y | +21.3% | +33.2% | -11.9% | +4.1% |
| All | +22.7% | +76.3% | -53.7% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling