+17.1%
PLD vs MSFU
+85.8%
-68.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.7% | +0.5% |
| 7D | -1.0% | -12.7% | +11.7% | +0.4% |
| 30D | -1.8% | -9.0% | +7.2% | -1.0% |
| 3M | -6.0% | +2.9% | -9.0% | -6.7% |
| 6M | -8.4% | +43.5% | -51.9% | -13.5% |
| YTD | +4.2% | -2.4% | +6.7% | +3.1% |
| 1Y | +6.2% | -13.5% | +19.7% | +7.3% |
| 3Y | +37.0% | +19.2% | +17.8% | +22.2% |
| All | +17.1% | +85.8% | -68.7% | -13.1% |
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