+1,574.6%
BE vs PLD
+21.6%
+1,553.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.8% |
| 7D | +20.0% | -2.4% | +22.4% | +21.6% |
| 30D | +7.9% | -2.4% | +10.3% | +9.5% |
| 3M | -13.2% | -3.8% | -9.4% | -12.1% |
| 6M | +53.5% | 0.0% | +53.4% | +51.6% |
| YTD | +191.0% | +9.2% | +181.8% | +170.6% |
| 1Y | +360.5% | +25.9% | +334.6% | +285.1% |
| All | +1,574.6% | +21.6% | +1,553.0% | +1,203.9% |
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