+31.1%
BA vs PLD
+240.5%
-209.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -1.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.3% |
| 30D | -9.1% | -0.1% | -9.0% | -9.2% |
| 3M | -28.2% | -7.9% | -20.2% | -24.8% |
| 6M | -23.1% | -7.0% | -16.2% | -20.6% |
| YTD | -20.6% | +3.1% | -23.6% | -23.0% |
| 1Y | -12.7% | +7.1% | -19.8% | -17.5% |
| 3Y | -11.6% | +32.9% | -44.4% | -30.2% |
| 5Y | -23.1% | +1.5% | -24.7% | -30.0% |
| All | +31.1% | +240.5% | -209.4% | -35.5% |
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