+675.5%
BE vs PLD
+162.6%
+512.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +9.9% |
| 7D | -1.2% | +0.7% | -1.9% | -1.4% |
| 30D | -30.9% | +0.8% | -31.7% | -31.2% |
| 3M | -11.6% | -6.1% | -5.5% | -7.2% |
| 6M | -25.7% | -8.0% | -17.7% | -21.9% |
| YTD | +123.1% | +4.7% | +118.5% | +112.3% |
| 1Y | +43.4% | +7.2% | +36.2% | +33.4% |
| 3Y | +1,683.6% | +39.2% | +1,644.4% | +1,211.8% |
| 5Y | +465.4% | +1.9% | +463.5% | +430.9% |
| All | +675.5% | +162.6% | +512.9% | +403.6% |
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 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