+62.0%
BMY vs PLD
+238.6%
-176.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.4% |
| 7D | -3.3% | -0.9% | -2.5% | -3.1% |
| 30D | 0.0% | -1.2% | +1.2% | +0.3% |
| 3M | +17.7% | -2.3% | +20.0% | +18.4% |
| 6M | +9.6% | +4.5% | +5.1% | +8.3% |
| YTD | +24.0% | +10.1% | +13.8% | +20.7% |
| 1Y | +45.1% | +25.9% | +19.2% | +36.4% |
| 3Y | +22.5% | +24.4% | -1.9% | +13.8% |
| 5Y | +22.3% | +15.5% | +6.8% | +13.5% |
| 10Y | +62.0% | +240.3% | -178.3% | +17.1% |
| All | +62.0% | +238.6% | -176.6% | +17.1% |
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