+16.2%
PLD vs MOH
-23.8%
+40.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -1.2% |
| 7D | -2.8% | -1.3% | -1.6% | -2.7% |
| 30D | -3.6% | +3.0% | -6.6% | -4.0% |
| 3M | -7.1% | +1.2% | -8.3% | -7.5% |
| 6M | +0.2% | +41.7% | -41.5% | -4.1% |
| YTD | +6.9% | +15.4% | -8.5% | +3.8% |
| 1Y | +25.0% | +11.8% | +13.2% | +21.3% |
| 3Y | +20.8% | -37.5% | +58.3% | +22.8% |
| 5Y | +16.2% | -20.6% | +36.8% | +14.4% |
| All | +16.2% | -23.8% | +40.0% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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