+71.4%
BAC vs PLD
+14.8%
+56.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.2% |
| 7D | +1.1% | -2.4% | +3.5% | +2.1% |
| 30D | -0.4% | -2.4% | +2.0% | +0.6% |
| 3M | +16.9% | -3.8% | +20.7% | +18.5% |
| 6M | +26.6% | 0.0% | +26.6% | +26.0% |
| YTD | +15.8% | +9.2% | +6.6% | +10.8% |
| 1Y | +27.2% | +25.9% | +1.3% | +14.4% |
| 3Y | +132.4% | +21.3% | +111.1% | +108.1% |
| All | +71.4% | +14.8% | +56.7% | +52.6% |
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