+68.5%
BMY vs PLD
+236.3%
-167.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.2% |
| 7D | -0.5% | -0.8% | +0.3% | -0.3% |
| 30D | +4.1% | -0.3% | +4.4% | +4.1% |
| 3M | -2.1% | -8.0% | +5.9% | 0.0% |
| 6M | +12.2% | -9.8% | +22.0% | +15.1% |
| YTD | +20.3% | +1.8% | +18.5% | +19.5% |
| 1Y | +39.2% | +5.6% | +33.6% | +37.0% |
| 3Y | +35.6% | +33.3% | +2.3% | +23.7% |
| 5Y | +28.6% | +0.3% | +28.3% | +24.1% |
| All | +68.5% | +236.3% | -167.8% | +26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling