+234.3%
PLD vs MDT
+40.7%
+193.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.3% |
| 7D | -2.4% | +3.2% | -5.6% | -3.9% |
| 30D | -2.4% | +9.5% | -11.9% | -6.8% |
| 3M | -3.8% | +16.0% | -19.8% | -10.9% |
| 6M | 0.0% | +0.2% | -0.2% | -0.6% |
| YTD | +9.2% | -0.3% | +9.5% | +8.3% |
| 1Y | +25.9% | +4.7% | +21.2% | +21.4% |
| 3Y | +21.3% | +26.5% | -5.2% | +5.0% |
| 5Y | +14.1% | -18.2% | +32.3% | +21.4% |
| All | +234.3% | +40.7% | +193.6% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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