+96.0%
MA vs PLD
+1.8%
+94.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.4% | -0.6% |
| 7D | -0.3% | +0.7% | -1.0% | -0.6% |
| 30D | +11.3% | +0.8% | +10.5% | +10.9% |
| 3M | +16.7% | -6.1% | +22.8% | +19.3% |
| 6M | +32.8% | -8.0% | +40.8% | +36.5% |
| YTD | +15.6% | +4.7% | +11.0% | +12.5% |
| 1Y | +19.6% | +7.2% | +12.4% | +15.2% |
| 3Y | +72.1% | +39.2% | +32.9% | +42.7% |
| 5Y | +96.0% | +1.9% | +94.1% | +74.4% |
| All | +96.0% | +1.8% | +94.2% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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