+8.3%
PLD vs MSTZ
-99.2%
+107.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | +0.2% |
| 7D | +1.3% | +30.8% | -29.4% | +2.2% |
| 30D | -1.4% | +41.2% | -42.6% | -0.1% |
| 3M | -8.2% | -60.9% | +52.7% | -9.4% |
| 6M | -8.0% | -15.7% | +7.7% | -6.3% |
| YTD | +3.2% | -75.2% | +78.4% | +3.3% |
| 1Y | +7.0% | -59.8% | +66.8% | +9.3% |
| All | +8.3% | -99.2% | +107.5% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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