-23.1%
BA vs PLD
0.0%
-23.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -1.6% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | -9.1% | -0.1% | -9.0% | -9.2% |
| 3M | -28.2% | -7.9% | -20.2% | -25.5% |
| 6M | -23.1% | -7.0% | -16.2% | -21.1% |
| YTD | -20.6% | +3.1% | -23.6% | -22.5% |
| 1Y | -12.7% | +7.1% | -19.8% | -16.5% |
| 3Y | -11.6% | +32.9% | -44.4% | -27.2% |
| 5Y | -23.1% | +1.5% | -24.7% | -39.7% |
| All | -23.1% | 0.0% | -23.2% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling