+231.7%
PLD vs MSI
+676.2%
-444.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.0% |
| 7D | -0.8% | +4.7% | -5.5% | -2.9% |
| 30D | -0.3% | +14.8% | -15.0% | -6.3% |
| 3M | -8.0% | +8.8% | -16.8% | -11.7% |
| 6M | -9.8% | +19.3% | -29.1% | -17.8% |
| YTD | +1.8% | +35.3% | -33.6% | -13.1% |
| 1Y | +5.6% | +33.8% | -28.2% | -9.4% |
| 3Y | +33.3% | +74.4% | -41.2% | -2.9% |
| 5Y | +0.3% | +120.5% | -120.2% | -36.1% |
| All | +231.7% | +676.2% | -444.5% | +35.2% |
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