+249.9%
PLD vs MTZ
+729.4%
-479.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.6% |
| 7D | -0.7% | +2.3% | -3.0% | -1.1% |
| 30D | -2.2% | -10.3% | +8.1% | -0.5% |
| 3M | -7.4% | -31.8% | +24.5% | -2.3% |
| 6M | +1.9% | -19.2% | +21.1% | +3.6% |
| YTD | +7.9% | +10.7% | -2.8% | +2.8% |
| 1Y | +25.1% | +37.5% | -12.5% | +13.6% |
| 3Y | +21.9% | +162.4% | -140.5% | -6.0% |
| 5Y | +16.3% | +166.3% | -150.0% | -12.8% |
| 10Y | +249.9% | +753.2% | -503.3% | +115.5% |
| All | +249.9% | +729.4% | -479.5% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MTZ 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling