+22.9%
MDLZ vs PLD
0.0%
+22.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.3% |
| 7D | +6.9% | +0.4% | +6.4% | +6.8% |
| 30D | +12.1% | -0.1% | +12.2% | +12.1% |
| 3M | +7.7% | -7.9% | +15.6% | +9.8% |
| 6M | +10.8% | -7.0% | +17.7% | +12.5% |
| YTD | +27.4% | +3.1% | +24.3% | +26.0% |
| 1Y | +23.5% | +7.1% | +16.4% | +21.0% |
| 3Y | +6.2% | +32.9% | -26.7% | -3.8% |
| 5Y | +22.9% | +1.5% | +21.3% | +15.2% |
| All | +22.9% | 0.0% | +22.9% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling