+1,747.8%
PLD vs MDY
+1,491.5%
+256.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.9% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | -2.4% | -1.5% | -0.9% | -1.0% |
| 3M | -3.8% | +0.8% | -4.6% | -4.9% |
| 6M | 0.0% | +7.4% | -7.4% | -7.4% |
| YTD | +9.2% | +15.2% | -6.0% | -6.0% |
| 1Y | +25.9% | +16.5% | +9.4% | +6.9% |
| 3Y | +21.3% | +46.8% | -25.5% | -18.7% |
| 5Y | +14.1% | +46.0% | -31.9% | -24.1% |
| 10Y | +237.9% | +172.1% | +65.8% | +9.1% |
| All | +1,747.8% | +1,491.5% | +256.4% | +103.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling