+593.0%
BE vs PLD
+155.4%
+437.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.7% | +4.3% |
| 7D | -14.7% | -0.8% | -13.9% | -14.2% |
| 30D | -40.5% | -0.3% | -40.3% | -40.5% |
| 3M | -24.3% | -8.0% | -16.3% | -19.5% |
| 6M | -39.3% | -9.8% | -29.5% | -35.3% |
| YTD | +99.4% | +1.8% | +97.6% | +93.2% |
| 1Y | +26.6% | +5.6% | +21.0% | +18.7% |
| 3Y | +1,616.9% | +33.3% | +1,583.7% | +1,201.2% |
| 5Y | +441.4% | +0.3% | +441.1% | +414.2% |
| All | +593.0% | +155.4% | +437.6% | +358.4% |
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 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