+573.2%
BA vs PLD
+1,708.5%
-1,135.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.1% |
| 7D | +1.2% | -2.4% | +3.5% | +2.0% |
| 30D | -11.6% | -2.4% | -9.2% | -10.9% |
| 3M | -2.4% | -3.8% | +1.4% | -1.4% |
| 6M | -6.6% | 0.0% | -6.6% | -6.9% |
| YTD | -2.2% | +9.2% | -11.5% | -5.6% |
| 1Y | -8.0% | +25.9% | -33.9% | -15.6% |
| 3Y | -5.0% | +21.3% | -26.3% | -13.0% |
| 5Y | -2.7% | +14.1% | -16.8% | -9.7% |
| 10Y | +75.9% | +237.9% | -162.0% | +17.9% |
| All | +573.2% | +1,708.5% | -1,135.3% | +130.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling