+33.3%
PLD vs MDB
-9.9%
+43.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.4% |
| 7D | -0.8% | -11.4% | +10.6% | -0.1% |
| 30D | -0.3% | -13.8% | +13.6% | +0.5% |
| 3M | -8.0% | -15.5% | +7.4% | -7.5% |
| 6M | -9.8% | +17.9% | -27.7% | -12.3% |
| YTD | +1.8% | -25.5% | +27.2% | +2.3% |
| 1Y | +5.6% | -12.1% | +17.7% | +4.0% |
| 3Y | +33.3% | -5.9% | +39.1% | +20.9% |
| All | +33.3% | -9.9% | +43.2% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling