+1,701.5%
PLD vs MKSI
+1,824.5%
-123.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.7% |
| 7D | 0.0% | +25.3% | -25.3% | -5.2% |
| 30D | -3.7% | -10.5% | +6.8% | -2.0% |
| 3M | -7.9% | -27.7% | +19.8% | -2.2% |
| 6M | -9.2% | -28.8% | +19.6% | -5.6% |
| YTD | +3.1% | +39.0% | -35.9% | -9.6% |
| 1Y | +6.2% | +45.2% | -39.0% | -8.1% |
| 3Y | +35.4% | +218.8% | -183.4% | -8.5% |
| 5Y | +0.1% | +38.1% | -38.0% | -20.5% |
| 10Y | +268.0% | +360.8% | -92.8% | +102.3% |
| All | +1,701.5% | +1,824.5% | -123.1% | +630.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling