+1,763.2%
PLD vs MCK
+1,885.6%
-122.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.4% |
| 7D | -0.9% | -1.9% | +1.1% | -0.4% |
| 30D | -1.2% | +2.4% | -3.6% | -2.0% |
| 3M | -2.3% | +16.1% | -18.4% | -6.4% |
| 6M | +4.5% | -3.1% | +7.6% | +4.9% |
| YTD | +10.1% | +8.7% | +1.4% | +6.6% |
| 1Y | +25.9% | +28.1% | -2.2% | +16.2% |
| 3Y | +24.4% | +114.1% | -89.7% | -2.4% |
| 5Y | +15.5% | +342.5% | -327.1% | -27.0% |
| 10Y | +240.3% | +424.1% | -183.8% | +94.6% |
| All | +1,763.2% | +1,885.6% | -122.4% | +604.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling