+16.2%
PLD vs MRNA
-70.5%
+86.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | -2.8% | -8.2% | +5.4% | -2.5% |
| 30D | -3.6% | +125.6% | -129.2% | -11.2% |
| 3M | -7.1% | +197.1% | -204.2% | -17.7% |
| 6M | +0.2% | +148.5% | -148.3% | -9.7% |
| YTD | +6.9% | +363.3% | -356.4% | -11.5% |
| 1Y | +25.0% | +462.0% | -437.0% | +0.2% |
| 3Y | +20.8% | +26.9% | -6.2% | +10.1% |
| 5Y | +16.2% | -69.6% | +85.8% | +9.2% |
| All | +16.2% | -70.5% | +86.7% | +9.2% |
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