+257.2%
PLD vs MDY
+165.3%
+91.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +1.3% | +2.3% | -0.9% | -0.5% |
| 30D | -1.4% | +2.0% | -3.4% | -3.0% |
| 3M | -8.2% | -5.6% | -2.5% | -3.9% |
| 6M | -8.0% | +1.3% | -9.3% | -9.3% |
| YTD | +3.2% | +12.3% | -9.2% | -6.8% |
| 1Y | +7.0% | +15.8% | -8.8% | -5.8% |
| 3Y | +38.3% | +56.5% | -18.2% | -4.7% |
| 5Y | +0.2% | +35.1% | -35.0% | -22.8% |
| All | +257.2% | +165.3% | +91.9% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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