-0.7%
PLD vs MDT
+0.7%
-1.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.7% |
| 7D | +1.3% | +1.0% | +0.3% | +0.9% |
| 30D | -1.4% | +9.2% | -10.5% | -5.4% |
| 3M | -8.2% | +14.5% | -22.6% | -14.1% |
| 6M | -8.0% | +37.3% | -45.3% | -21.4% |
| YTD | +3.2% | +9.8% | -6.7% | -2.3% |
| 1Y | +7.0% | +10.5% | -3.5% | +0.9% |
| 3Y | +38.3% | +57.4% | -19.2% | +7.2% |
| All | -0.7% | +0.7% | -1.4% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling