+257.2%
PLD vs MSI
+664.3%
-407.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.3% | +3.2% | -1.9% | -0.1% |
| 30D | -1.4% | +17.6% | -19.0% | -8.3% |
| 3M | -8.2% | +14.5% | -22.7% | -13.8% |
| 6M | -8.0% | +34.3% | -42.3% | -20.1% |
| YTD | +3.2% | +39.7% | -36.6% | -13.2% |
| 1Y | +7.0% | +40.2% | -33.1% | -10.1% |
| 3Y | +38.3% | +77.1% | -38.9% | +0.2% |
| 5Y | +0.2% | +124.0% | -123.9% | -36.6% |
| All | +257.2% | +664.3% | -407.1% | +41.8% |
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