+238.4%
MRK vs PLD
+244.1%
-5.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.5% |
| 7D | -0.9% | -0.9% | -0.1% | -0.7% |
| 30D | +15.5% | -1.2% | +16.7% | +15.9% |
| 3M | +25.1% | -2.3% | +27.4% | +25.8% |
| 6M | +30.1% | +4.5% | +25.6% | +28.3% |
| YTD | +43.1% | +10.1% | +33.0% | +39.0% |
| 1Y | +82.5% | +25.9% | +56.6% | +70.8% |
| 3Y | +49.3% | +24.4% | +24.9% | +37.6% |
| 5Y | +130.3% | +15.5% | +114.8% | +111.4% |
| All | +238.4% | +244.1% | -5.7% | +128.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling