+26.6%
BE vs PLD
+5.4%
+21.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.7% | +3.7% |
| 7D | -14.7% | -0.8% | -13.9% | -14.4% |
| 30D | -40.5% | -0.3% | -40.3% | -40.2% |
| 3M | -24.3% | -8.0% | -16.3% | -22.7% |
| 6M | -39.3% | -9.8% | -29.5% | -37.3% |
| YTD | +99.4% | +1.8% | +97.6% | +101.1% |
| 1Y | +26.6% | +5.6% | +21.0% | +43.2% |
| All | +26.6% | +5.4% | +21.1% | +43.2% |
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