+376.3%
PLD vs MUB
+76.3%
+300.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -2.4% | -0.9% | -1.5% | -1.8% |
| 30D | -2.4% | -1.4% | -1.0% | -1.5% |
| 3M | -3.8% | -2.2% | -1.6% | -2.4% |
| 6M | 0.0% | -1.9% | +1.9% | +1.3% |
| YTD | +9.2% | -0.8% | +10.0% | +9.9% |
| 1Y | +25.9% | +2.7% | +23.2% | +23.9% |
| 3Y | +21.3% | +8.6% | +12.7% | +15.9% |
| 5Y | +14.1% | +2.0% | +12.1% | +11.7% |
| 10Y | +237.9% | +17.9% | +219.9% | +222.4% |
| All | +376.3% | +76.3% | +300.0% | +444.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling