+231.7%
PLD vs MLM
+185.4%
+46.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.6% |
| 7D | -0.8% | -4.1% | +3.3% | +0.6% |
| 30D | -0.3% | +8.2% | -8.4% | -3.0% |
| 3M | -8.0% | -3.6% | -4.4% | -7.2% |
| 6M | -9.8% | -15.6% | +5.8% | -5.2% |
| YTD | +1.8% | -16.4% | +18.2% | +6.8% |
| 1Y | +5.6% | -14.3% | +19.9% | +9.8% |
| 3Y | +33.3% | +19.3% | +13.9% | +22.7% |
| 5Y | +0.3% | +29.6% | -29.3% | -11.7% |
| All | +231.7% | +185.4% | +46.3% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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