+272.2%
PLD vs MSI
+683.5%
-411.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.7% |
| 7D | -1.0% | +7.7% | -8.7% | -4.3% |
| 30D | -1.8% | +19.9% | -21.8% | -9.6% |
| 3M | -6.0% | +14.9% | -21.0% | -11.9% |
| 6M | -8.4% | +37.2% | -45.6% | -21.3% |
| YTD | +4.2% | +40.8% | -36.5% | -12.5% |
| 1Y | +6.2% | +38.1% | -31.9% | -10.1% |
| 3Y | +37.0% | +77.7% | -40.7% | -0.9% |
| 5Y | +1.2% | +129.0% | -127.8% | -36.7% |
| 10Y | +272.2% | +671.3% | -399.1% | +46.6% |
| All | +272.2% | +683.5% | -411.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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