+257.2%
PLD vs MRSH
+261.5%
-4.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.5% |
| 7D | +1.3% | +1.4% | -0.1% | +0.4% |
| 30D | -1.4% | +16.5% | -17.8% | -10.6% |
| 3M | -8.2% | +10.8% | -18.9% | -14.3% |
| 6M | -8.0% | +32.1% | -40.1% | -23.9% |
| YTD | +3.2% | +14.5% | -11.3% | -7.7% |
| 1Y | +7.0% | +15.5% | -8.5% | -4.9% |
| 3Y | +38.3% | +9.3% | +28.9% | +24.9% |
| 5Y | +0.2% | +35.1% | -34.9% | -22.9% |
| All | +257.2% | +261.5% | -4.2% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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