+149.3%
MO vs PLD
+269.0%
-119.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -0.8% | -1.0% | +0.2% | -0.6% |
| 30D | +8.0% | -1.8% | +9.8% | +8.4% |
| 3M | +20.9% | -6.0% | +27.0% | +22.7% |
| 6M | +16.3% | -8.4% | +24.7% | +18.6% |
| YTD | +40.7% | +4.2% | +36.5% | +38.6% |
| 1Y | +41.5% | +6.2% | +35.2% | +38.6% |
| 3Y | +141.5% | +37.0% | +104.5% | +115.8% |
| 5Y | +153.1% | +1.2% | +151.9% | +142.6% |
| 10Y | +149.3% | +272.2% | -122.9% | +60.1% |
| All | +149.3% | +269.0% | -119.7% | +60.1% |
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