+15.5%
PLD vs MKSI
+84.9%
-69.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | -0.9% | +7.7% | -8.6% | -2.4% |
| 30D | -1.2% | -12.9% | +11.7% | +1.4% |
| 3M | -2.3% | -14.8% | +12.5% | -1.6% |
| 6M | +4.5% | +26.6% | -22.1% | -5.1% |
| YTD | +10.1% | +66.6% | -56.4% | -7.2% |
| 1Y | +25.9% | +144.6% | -118.7% | -5.0% |
| 3Y | +24.4% | +193.1% | -168.7% | -17.6% |
| 5Y | +15.5% | +88.6% | -73.1% | -19.0% |
| All | +15.5% | +84.9% | -69.4% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling