+796.6%
MRK vs PLD
+1,708.5%
-912.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | +1.3% | -2.4% | +3.7% | +1.9% |
| 30D | +17.1% | -2.4% | +19.6% | +17.8% |
| 3M | +25.9% | -3.8% | +29.7% | +26.9% |
| 6M | +26.8% | 0.0% | +26.8% | +26.7% |
| YTD | +44.9% | +9.2% | +35.7% | +41.9% |
| 1Y | +84.8% | +25.9% | +58.9% | +75.3% |
| 3Y | +50.1% | +21.3% | +28.8% | +41.6% |
| 5Y | +127.4% | +14.1% | +113.3% | +113.7% |
| 10Y | +240.0% | +237.9% | +2.1% | +147.7% |
| All | +796.6% | +1,708.5% | -912.0% | +280.0% |
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