+38.3%
PLD vs MRSH
+9.4%
+28.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | +1.3% | +1.4% | -0.1% | +1.0% |
| 30D | -1.4% | +16.5% | -17.8% | -5.3% |
| 3M | -8.2% | +10.8% | -18.9% | -10.6% |
| 6M | -8.0% | +32.1% | -40.1% | -15.2% |
| YTD | +3.2% | +14.5% | -11.3% | -1.0% |
| 1Y | +7.0% | +15.5% | -8.5% | +2.3% |
| 3Y | +38.3% | +9.3% | +28.9% | +41.6% |
| All | +38.3% | +9.4% | +28.8% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling