+236.9%
PLD vs MOS
+5.8%
+231.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | -2.4% | +9.5% | -11.9% | -3.9% |
| 30D | -2.4% | +10.4% | -12.9% | -4.2% |
| 3M | -3.8% | +12.9% | -16.7% | -6.2% |
| 6M | 0.0% | +1.2% | -1.2% | -1.3% |
| YTD | +9.2% | +9.3% | -0.1% | +6.0% |
| 1Y | +25.9% | -18.0% | +43.9% | +28.0% |
| 3Y | +21.3% | -29.0% | +50.3% | +24.1% |
| 5Y | +14.1% | -9.6% | +23.7% | +9.0% |
| All | +236.9% | +5.8% | +231.1% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling