+7.4%
PLD vs MDB
-8.6%
+16.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.3% |
| 7D | +0.8% | -1.0% | +1.8% | +0.8% |
| 30D | +0.5% | -14.0% | +14.5% | +0.2% |
| 3M | -5.5% | -20.3% | +14.8% | -5.7% |
| 6M | -8.3% | +10.9% | -19.2% | -7.6% |
| YTD | +4.3% | -20.9% | +25.2% | +3.3% |
| 1Y | +7.4% | -11.2% | +18.6% | +6.6% |
| All | +7.4% | -8.6% | +16.1% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling