+1.2%
PLD vs MGY
+30.8%
-29.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.7% |
| 7D | -1.0% | +2.6% | -3.6% | -1.5% |
| 30D | -1.8% | -2.0% | +0.2% | -1.7% |
| 3M | -6.0% | -7.8% | +1.8% | -5.1% |
| 6M | -8.4% | -13.9% | +5.5% | -6.5% |
| YTD | +4.2% | +11.6% | -7.4% | -0.3% |
| 1Y | +6.2% | +6.7% | -0.5% | +2.5% |
| 3Y | +37.0% | +20.6% | +16.3% | +27.2% |
| 5Y | +1.2% | +32.4% | -31.2% | -6.9% |
| All | +1.2% | +30.8% | -29.7% | -6.9% |
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