+73.5%
BA vs PLD
+236.1%
-162.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.3% |
| 7D | +1.2% | -2.4% | +3.5% | +2.5% |
| 30D | -11.6% | -2.4% | -9.2% | -10.4% |
| 3M | -2.4% | -3.8% | +1.4% | -0.8% |
| 6M | -6.6% | 0.0% | -6.6% | -7.3% |
| YTD | -2.2% | +9.2% | -11.5% | -8.3% |
| 1Y | -8.0% | +25.9% | -33.9% | -21.2% |
| 3Y | -5.0% | +21.3% | -26.3% | -20.0% |
| 5Y | -2.7% | +14.1% | -16.8% | -17.8% |
| All | +73.5% | +236.1% | -162.7% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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