+16,095.7%
MA vs PLD
+436.5%
+15,659.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.8% | +2.2% | +3.3% |
| 7D | +10.2% | +4.9% | +5.3% | +8.3% |
| 30D | +19.3% | +2.6% | +16.8% | +18.2% |
| 3M | +18.0% | -4.8% | +22.7% | +20.0% |
| 6M | +33.7% | -3.9% | +37.6% | +35.1% |
| YTD | +18.6% | +5.3% | +13.3% | +15.4% |
| 1Y | +22.5% | +9.3% | +13.2% | +17.6% |
| 3Y | +77.4% | +35.8% | +41.6% | +53.3% |
| 5Y | +106.6% | +2.9% | +103.7% | +95.6% |
| 10Y | +592.2% | +253.4% | +338.8% | +314.6% |
| All | +16,095.7% | +436.5% | +15,659.2% | +7,111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling