+1,703.1%
PLD vs MKSI
+1,773.7%
-70.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.7% |
| 7D | +1.3% | +12.2% | -10.8% | -1.4% |
| 30D | -1.4% | -8.0% | +6.7% | -0.2% |
| 3M | -8.2% | -29.5% | +21.4% | -1.9% |
| 6M | -8.0% | -31.9% | +23.9% | -3.3% |
| YTD | +3.2% | +35.3% | -32.2% | -9.0% |
| 1Y | +7.0% | +50.3% | -43.2% | -8.1% |
| 3Y | +38.3% | +216.4% | -178.1% | -6.5% |
| 5Y | +0.2% | +34.4% | -34.3% | -19.9% |
| 10Y | +268.3% | +348.6% | -80.3% | +103.7% |
| All | +1,703.1% | +1,773.7% | -70.5% | +635.1% |
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