+8.2%
PLD vs MSTU
-91.8%
+100.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -12.9% | +11.8% | -0.8% |
| 7D | 0.0% | -23.0% | +23.0% | +0.7% |
| 30D | -3.7% | -47.7% | +43.9% | -2.3% |
| 3M | -7.9% | +12.5% | -20.4% | -9.2% |
| 6M | -9.2% | -76.1% | +66.9% | -7.0% |
| YTD | +3.1% | -75.5% | +78.6% | +4.1% |
| 1Y | +6.2% | -90.1% | +96.3% | +10.1% |
| All | +8.2% | -91.8% | +100.0% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling