+7.0%
PLD vs MGY
+10.3%
-3.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +0.2% |
| 7D | +1.3% | +4.5% | -3.2% | +1.7% |
| 30D | -1.4% | -0.4% | -1.0% | -1.3% |
| 3M | -8.2% | -4.3% | -3.8% | -8.1% |
| 6M | -8.0% | -12.9% | +4.8% | -8.4% |
| YTD | +3.2% | +15.2% | -12.0% | -4.5% |
| 1Y | +7.0% | +10.3% | -3.3% | -0.3% |
| All | +7.0% | +10.3% | -3.3% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling