-0.9%
BA vs PLD
+14.8%
-15.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.2% |
| 7D | +1.2% | -2.4% | +3.5% | +2.2% |
| 30D | -11.6% | -2.4% | -9.2% | -10.7% |
| 3M | -2.4% | -3.8% | +1.4% | -1.2% |
| 6M | -6.6% | 0.0% | -6.6% | -7.2% |
| YTD | -2.2% | +9.2% | -11.5% | -7.0% |
| 1Y | -8.0% | +25.9% | -33.9% | -18.5% |
| 3Y | -5.0% | +21.3% | -26.3% | -16.9% |
| All | -0.9% | +14.8% | -15.7% | -11.2% |
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