+956.4%
PLD vs MOH
+1,334.3%
-377.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -2.4% | +2.9% | -5.3% | -3.2% |
| 3M | -3.8% | +4.1% | -7.9% | -5.4% |
| 6M | 0.0% | +33.8% | -33.8% | -8.4% |
| YTD | +9.2% | +15.7% | -6.5% | +1.8% |
| 1Y | +25.9% | +17.5% | +8.4% | +15.6% |
| 3Y | +21.3% | -35.3% | +56.6% | +22.9% |
| 5Y | +14.1% | -26.9% | +41.0% | +10.2% |
| 10Y | +237.9% | +262.9% | -25.0% | +90.1% |
| All | +956.4% | +1,334.3% | -377.9% | +229.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling