+267.4%
PLD vs MUB
+21.7%
+245.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.4% |
| 7D | +0.8% | +0.6% | +0.2% | -0.2% |
| 30D | +0.5% | +3.4% | -3.0% | -5.1% |
| 3M | -5.5% | -0.7% | -4.8% | -4.4% |
| 6M | -8.3% | -1.0% | -7.4% | -6.8% |
| YTD | +4.3% | 0.0% | +4.3% | +4.4% |
| 1Y | +7.4% | +0.4% | +7.1% | +6.8% |
| 3Y | +37.1% | +10.5% | +26.6% | +16.6% |
| 5Y | +1.3% | +3.1% | -1.8% | -4.4% |
| 10Y | +267.4% | +22.0% | +245.4% | +197.3% |
| All | +267.4% | +21.7% | +245.7% | +197.3% |
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