+31.8%
BA vs PLD
+236.3%
-204.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +1.2% |
| 7D | +1.1% | -0.8% | +1.9% | +1.6% |
| 30D | -7.9% | -0.3% | -7.7% | -7.9% |
| 3M | -25.3% | -8.0% | -17.3% | -21.8% |
| 6M | -24.6% | -9.8% | -14.8% | -20.7% |
| YTD | -20.1% | +1.8% | -21.9% | -22.1% |
| 1Y | -11.8% | +5.6% | -17.4% | -15.9% |
| 3Y | -10.1% | +33.3% | -43.4% | -29.3% |
| 5Y | -22.7% | +0.3% | -23.0% | -29.1% |
| All | +31.8% | +236.3% | -204.5% | -34.7% |
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