+1.3%
PLD vs MMM
+48.8%
-47.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +0.8% | +7.0% | -6.2% | -1.9% |
| 30D | +0.5% | +18.4% | -17.9% | -5.9% |
| 3M | -5.5% | +4.5% | -10.0% | -7.3% |
| 6M | -8.3% | +33.4% | -41.8% | -18.4% |
| YTD | +4.3% | +20.0% | -15.7% | -3.8% |
| 1Y | +7.4% | +15.0% | -7.6% | +0.7% |
| 3Y | +37.1% | +165.0% | -127.9% | -12.3% |
| 5Y | +1.3% | +47.9% | -46.6% | -19.9% |
| All | +1.3% | +48.8% | -47.5% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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