+243.5%
PLD vs MKSI
+524.1%
-280.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.5% |
| 7D | -1.2% | +2.7% | -3.8% | -1.8% |
| 30D | -3.5% | -12.8% | +9.3% | -0.8% |
| 3M | -7.1% | -22.5% | +15.4% | -3.9% |
| 6M | +2.6% | +19.4% | -16.8% | -5.3% |
| YTD | +8.0% | +67.7% | -59.8% | -9.0% |
| 1Y | +22.1% | +131.4% | -109.3% | -6.2% |
| 3Y | +22.3% | +197.3% | -175.0% | -17.3% |
| 5Y | +17.3% | +87.0% | -69.6% | -14.7% |
| All | +243.5% | +524.1% | -280.6% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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