+231.7%
PLD vs MUB
+20.8%
+210.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.4% |
| 7D | -0.8% | +0.7% | -1.5% | -2.0% |
| 30D | -0.3% | +4.4% | -4.6% | -7.3% |
| 3M | -8.0% | -0.2% | -7.9% | -7.8% |
| 6M | -9.8% | -0.6% | -9.2% | -8.9% |
| YTD | +1.8% | +0.3% | +1.4% | +1.3% |
| 1Y | +5.6% | +0.8% | +4.8% | +4.3% |
| 3Y | +33.3% | +12.0% | +21.2% | +10.6% |
| 5Y | +0.3% | +3.4% | -3.2% | -5.9% |
| All | +231.7% | +20.8% | +210.9% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling