+1,683.6%
BE vs PLD
+36.1%
+1,647.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +10.4% |
| 7D | -1.2% | +0.7% | -1.9% | -1.4% |
| 30D | -30.9% | +0.8% | -31.7% | -31.1% |
| 3M | -11.6% | -6.1% | -5.5% | -8.3% |
| 6M | -25.7% | -8.0% | -17.7% | -22.7% |
| YTD | +123.1% | +4.7% | +118.5% | +114.4% |
| 1Y | +43.4% | +7.2% | +36.2% | +35.4% |
| 3Y | +1,683.6% | +39.2% | +1,644.4% | +989.4% |
| All | +1,683.6% | +36.1% | +1,647.6% | +989.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling