+240.1%
PLD vs MRSH
+219.5%
+20.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | -2.8% | -5.9% | +3.1% | +0.9% |
| 30D | -3.6% | -7.3% | +3.7% | +0.9% |
| 3M | -7.1% | +6.7% | -13.8% | -11.5% |
| 6M | +0.2% | +3.0% | -2.8% | -3.3% |
| YTD | +6.9% | -2.9% | +9.8% | +6.5% |
| 1Y | +25.0% | -9.0% | +34.0% | +29.3% |
| 3Y | +20.8% | -4.3% | +25.1% | +18.7% |
| 5Y | +16.2% | +19.4% | -3.3% | -3.2% |
| All | +240.1% | +219.5% | +20.6% | +74.6% |
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