+231.7%
PLD vs MOS
+8.6%
+223.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -0.8% | +21.6% | -22.4% | -4.2% |
| 30D | -0.3% | +12.0% | -12.2% | -2.4% |
| 3M | -8.0% | -3.9% | -4.1% | -7.9% |
| 6M | -9.8% | -3.3% | -6.5% | -10.2% |
| YTD | +1.8% | -4.6% | +6.4% | +0.6% |
| 1Y | +5.6% | -7.0% | +12.6% | +4.7% |
| 3Y | +33.3% | -24.4% | +57.7% | +34.6% |
| 5Y | +0.3% | -32.1% | +32.4% | +0.4% |
| All | +231.7% | +8.6% | +223.0% | +178.5% |
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