+272.2%
PLD vs MTB
+119.7%
+152.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -1.0% | -2.0% | +1.0% | -0.4% |
| 30D | -1.8% | +0.1% | -2.0% | -1.9% |
| 3M | -6.0% | -12.1% | +6.1% | -2.2% |
| 6M | -8.4% | +7.3% | -15.7% | -10.5% |
| YTD | +4.2% | +11.5% | -7.3% | +0.4% |
| 1Y | +6.2% | +21.3% | -15.1% | -0.4% |
| 3Y | +37.0% | +104.1% | -67.2% | +8.5% |
| 5Y | +1.2% | +61.8% | -60.7% | -15.9% |
| 10Y | +272.2% | +115.4% | +156.8% | +172.3% |
| All | +272.2% | +119.7% | +152.5% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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