+15.5%
PLD vs MGY
+92.8%
-77.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.4% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | -1.2% | +10.1% | -11.3% | -3.0% |
| 3M | -2.3% | -1.5% | -0.8% | -2.3% |
| 6M | +4.5% | -4.9% | +9.4% | +4.6% |
| YTD | +10.1% | +27.7% | -17.5% | +3.4% |
| 1Y | +25.9% | +20.1% | +5.8% | +19.5% |
| 3Y | +24.4% | +24.9% | -0.5% | +15.5% |
| 5Y | +15.5% | +91.6% | -76.1% | +4.1% |
| All | +15.5% | +92.8% | -77.3% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling