+701.6%
BE vs PLD
+164.2%
+537.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.8% | -8.1% | -7.6% |
| 7D | -12.1% | +4.9% | -17.0% | -15.3% |
| 30D | -30.1% | +2.6% | -32.6% | -31.6% |
| 3M | -12.1% | -4.8% | -7.4% | -9.0% |
| 6M | -30.6% | -3.9% | -26.7% | -29.6% |
| YTD | +130.6% | +5.3% | +125.3% | +117.5% |
| 1Y | +55.3% | +9.3% | +46.0% | +41.8% |
| 3Y | +1,755.6% | +35.8% | +1,719.8% | +1,286.7% |
| 5Y | +564.5% | +2.9% | +561.5% | +517.3% |
| All | +701.6% | +164.2% | +537.4% | +416.2% |
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