+911.5%
BE vs PLD
+174.1%
+737.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.9% |
| 7D | +20.0% | -2.4% | +22.4% | +22.0% |
| 30D | +7.9% | -2.4% | +10.3% | +9.9% |
| 3M | -13.2% | -3.8% | -9.4% | -11.9% |
| 6M | +53.5% | 0.0% | +53.4% | +51.5% |
| YTD | +191.0% | +9.2% | +181.8% | +167.7% |
| 1Y | +360.5% | +25.9% | +334.6% | +277.3% |
| 3Y | +1,568.0% | +21.3% | +1,546.7% | +1,273.0% |
| 5Y | +1,055.2% | +14.1% | +1,041.1% | +902.1% |
| All | +911.5% | +174.1% | +737.4% | +535.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling