+34.9%
PLD vs MDB
-12.3%
+47.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.2% | +5.1% | -1.7% |
| 7D | +0.4% | -20.9% | +21.3% | +1.8% |
| 30D | -0.1% | -15.6% | +15.5% | +0.8% |
| 3M | -7.9% | -19.1% | +11.1% | -7.2% |
| 6M | -7.0% | +14.2% | -21.2% | -9.3% |
| YTD | +3.1% | -27.4% | +30.5% | +3.8% |
| 1Y | +7.1% | -13.0% | +20.1% | +5.5% |
| All | +34.9% | -12.3% | +47.2% | +22.6% |
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 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