+25.1%
PLD vs MKSI
+146.1%
-121.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.1% |
| 7D | -0.7% | +6.6% | -7.3% | -1.1% |
| 30D | -2.2% | -8.2% | +6.0% | -1.7% |
| 3M | -7.4% | -16.4% | +9.0% | -8.1% |
| 6M | +1.9% | +23.0% | -21.0% | -4.7% |
| YTD | +7.9% | +68.2% | -60.3% | -2.7% |
| 1Y | +25.1% | +148.6% | -123.5% | +4.4% |
| All | +25.1% | +146.1% | -121.1% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling