+240.1%
PLD vs MCO
+385.7%
-145.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.1% |
| 7D | -2.8% | -7.3% | +4.5% | +1.1% |
| 30D | -3.6% | -1.7% | -1.9% | -2.9% |
| 3M | -7.1% | +3.9% | -11.0% | -9.5% |
| 6M | +0.2% | +3.8% | -3.6% | -2.8% |
| YTD | +6.9% | -7.9% | +14.8% | +9.2% |
| 1Y | +25.0% | -6.8% | +31.9% | +26.3% |
| 3Y | +20.8% | +40.9% | -20.2% | -5.3% |
| 5Y | +16.2% | +27.5% | -11.3% | -6.0% |
| All | +240.1% | +385.7% | -145.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MCO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling