+90.0%
MDLZ vs PLD
+236.3%
-146.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +1.7% | -0.8% | +2.5% | +2.0% |
| 30D | +11.2% | -0.3% | +11.4% | +11.2% |
| 3M | +6.1% | -8.0% | +14.2% | +9.2% |
| 6M | +8.6% | -9.8% | +18.4% | +12.2% |
| YTD | +25.8% | +1.8% | +24.1% | +24.3% |
| 1Y | +21.7% | +5.6% | +16.1% | +18.5% |
| 3Y | +5.8% | +33.3% | -27.5% | -8.5% |
| 5Y | +21.4% | +0.3% | +21.1% | +15.0% |
| All | +90.0% | +236.3% | -146.3% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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