+85.4%
BE vs PLD
+6.9%
+78.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +10.8% | +1.3% | +9.5% | +10.5% |
| 30D | -19.8% | -1.4% | -18.4% | -19.3% |
| 3M | -18.7% | -8.2% | -10.6% | -17.2% |
| 6M | -33.7% | -8.0% | -25.7% | -31.8% |
| YTD | +121.0% | +3.2% | +117.8% | +125.7% |
| 1Y | +85.4% | +7.0% | +78.4% | +113.4% |
| All | +85.4% | +6.9% | +78.5% | +113.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling