+23.8%
PLD vs MDT
+26.9%
-3.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.2% |
| 7D | -2.4% | +3.2% | -5.6% | -3.7% |
| 30D | -2.4% | +9.5% | -11.9% | -6.2% |
| 3M | -3.8% | +16.0% | -19.8% | -10.0% |
| 6M | 0.0% | +0.2% | -0.2% | -0.3% |
| YTD | +9.2% | -0.3% | +9.5% | +8.6% |
| 1Y | +25.9% | +4.7% | +21.2% | +21.6% |
| All | +23.8% | +26.9% | -3.1% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling