+1,747.8%
PLD vs MKC
+1,327.9%
+419.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.3% |
| 7D | -2.4% | -5.9% | +3.5% | +0.3% |
| 30D | -2.4% | -0.9% | -1.6% | -2.2% |
| 3M | -3.8% | +12.7% | -16.5% | -9.6% |
| 6M | 0.0% | -19.3% | +19.3% | +9.0% |
| YTD | +9.2% | -22.2% | +31.4% | +20.5% |
| 1Y | +25.9% | -23.3% | +49.3% | +39.3% |
| 3Y | +21.3% | -30.0% | +51.3% | +37.7% |
| 5Y | +14.1% | -33.8% | +47.9% | +31.0% |
| 10Y | +237.9% | +24.4% | +213.4% | +183.7% |
| All | +1,747.8% | +1,327.9% | +419.9% | +800.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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