+39.7%
PLD vs MUB
+11.3%
+28.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.6% |
| 7D | -1.0% | +0.4% | -1.5% | -1.9% |
| 30D | -1.8% | +3.9% | -5.7% | -8.9% |
| 3M | -6.0% | -0.2% | -5.8% | -4.8% |
| 6M | -8.4% | -0.4% | -8.0% | -6.9% |
| YTD | +4.2% | +0.5% | +3.7% | +3.9% |
| 1Y | +6.2% | +0.7% | +5.6% | +5.6% |
| All | +39.7% | +11.3% | +28.5% | +8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling