+243.5%
PLD vs MCK
+442.8%
-199.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.2% | -2.9% | +1.8% | -0.5% |
| 30D | -3.5% | +0.4% | -4.0% | -3.7% |
| 3M | -7.1% | +12.1% | -19.2% | -9.9% |
| 6M | +2.6% | -5.4% | +8.0% | +3.5% |
| YTD | +8.0% | +7.8% | +0.2% | +5.1% |
| 1Y | +22.1% | +22.9% | -0.9% | +14.7% |
| 3Y | +22.3% | +110.7% | -88.4% | -2.5% |
| 5Y | +17.3% | +346.2% | -328.8% | -25.9% |
| All | +243.5% | +442.8% | -199.3% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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