+197.0%
PLD vs MGY
+210.8%
-13.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.2% |
| 7D | -0.7% | +1.5% | -2.2% | -0.9% |
| 30D | -2.2% | +6.8% | -9.1% | -3.2% |
| 3M | -7.4% | +2.6% | -10.0% | -8.0% |
| 6M | +1.9% | -3.1% | +5.0% | +1.7% |
| YTD | +7.9% | +29.4% | -21.5% | +2.8% |
| 1Y | +25.1% | +22.3% | +2.8% | +20.0% |
| 3Y | +21.9% | +26.6% | -4.7% | +15.3% |
| 5Y | +16.3% | +92.1% | -75.8% | +2.5% |
| All | +197.0% | +210.8% | -13.9% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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