+608.1%
PLD vs MKTX
+1,471.0%
-862.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -1.4% | +0.9% | -2.3% | -1.7% |
| 3M | -8.2% | +2.6% | -10.7% | -9.1% |
| 6M | -8.0% | +20.4% | -28.4% | -16.5% |
| YTD | +3.2% | -7.1% | +10.2% | +3.0% |
| 1Y | +7.0% | -2.8% | +9.8% | +4.7% |
| 3Y | +38.3% | -21.7% | +60.0% | +40.6% |
| 5Y | +0.2% | -54.5% | +54.7% | +21.7% |
| 10Y | +268.3% | +13.0% | +255.3% | +174.1% |
| All | +608.1% | +1,471.0% | -862.9% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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