+159.3%
PLD vs MDB
+906.0%
-746.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.5% |
| 7D | +0.8% | -1.0% | +1.8% | +0.9% |
| 30D | +0.5% | -14.0% | +14.5% | +2.0% |
| 3M | -5.5% | -20.3% | +14.8% | -3.8% |
| 6M | -8.3% | +10.9% | -19.2% | -11.5% |
| YTD | +4.3% | -20.9% | +25.2% | +3.9% |
| 1Y | +7.4% | -11.2% | +18.6% | +4.9% |
| 3Y | +37.1% | -11.9% | +49.0% | +27.2% |
| 5Y | +1.3% | -40.2% | +41.5% | -8.8% |
| All | +159.3% | +906.0% | -746.7% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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