+106.1%
MDLZ vs PLD
+269.0%
-162.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.0% | -1.0% | 0.0% | -0.7% |
| 30D | +7.9% | -1.8% | +9.8% | +8.6% |
| 3M | +8.9% | -6.0% | +15.0% | +11.2% |
| 6M | +10.5% | -8.4% | +18.9% | +13.5% |
| YTD | +27.1% | +4.2% | +22.9% | +24.5% |
| 1Y | +20.9% | +6.2% | +14.7% | +17.6% |
| 3Y | +5.5% | +37.0% | -31.4% | -9.5% |
| 5Y | +22.2% | +1.2% | +21.1% | +15.7% |
| 10Y | +106.1% | +272.2% | -166.1% | +12.6% |
| All | +106.1% | +269.0% | -162.9% | +12.6% |
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