+5.8%
MDLZ vs PLD
+31.5%
-25.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +1.7% | -0.8% | +2.5% | +1.8% |
| 30D | +11.2% | -0.3% | +11.4% | +11.2% |
| 3M | +6.1% | -8.0% | +14.2% | +7.7% |
| 6M | +8.6% | -9.8% | +18.4% | +10.4% |
| YTD | +25.8% | +1.8% | +24.1% | +25.2% |
| 1Y | +21.7% | +5.6% | +16.1% | +20.3% |
| 3Y | +5.8% | +33.3% | -27.5% | +0.6% |
| All | +5.8% | +31.5% | -25.7% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling