+9.5%
PLD vs MSTU
-90.8%
+100.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +6.9% | -0.1% |
| 7D | +0.8% | -21.7% | +22.5% | +1.4% |
| 30D | +0.5% | -42.8% | +43.2% | +1.8% |
| 3M | -5.5% | +21.4% | -26.9% | -7.0% |
| 6M | -8.3% | -74.1% | +65.8% | -6.3% |
| YTD | +4.3% | -72.4% | +76.7% | +5.0% |
| 1Y | +7.4% | -90.1% | +97.5% | +11.5% |
| All | +9.5% | -90.8% | +100.3% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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