+24.4%
PLD vs MGY
+23.8%
+0.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.3% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | -1.2% | +10.1% | -11.3% | -3.3% |
| 3M | -2.3% | -1.5% | -0.8% | -2.2% |
| 6M | +4.5% | -4.9% | +9.4% | +4.6% |
| YTD | +10.1% | +27.7% | -17.5% | +0.6% |
| 1Y | +25.9% | +20.1% | +5.8% | +16.7% |
| 3Y | +24.4% | +24.9% | -0.5% | +8.1% |
| All | +24.4% | +23.8% | +0.6% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling