-0.7%
PLD vs MRNA
-3.2%
+2.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.3% |
| 7D | +1.3% | -12.1% | +13.5% | +1.9% |
| 30D | -1.4% | -1.3% | -0.1% | -1.5% |
| 3M | -8.2% | +250.9% | -259.1% | -17.1% |
| 6M | -8.0% | +343.0% | -351.0% | -20.0% |
| YTD | +3.2% | +657.4% | -654.3% | -17.3% |
| 1Y | +7.0% | +794.9% | -787.9% | -16.3% |
| 3Y | +38.3% | +218.1% | -179.9% | +16.3% |
| All | -0.7% | -3.2% | +2.5% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 5y: compounded portfolio wealth divided by compounded MRNA 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…
5y analysis · Full analysis span regression · 6 months rolling