+44.5%
BMY vs PLD
+37.8%
+6.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -2.0% | -1.0% | -1.0% | -1.7% |
| 30D | +9.3% | -1.8% | +11.1% | +9.7% |
| 3M | -0.1% | -6.0% | +6.0% | +1.6% |
| 6M | +15.5% | -8.4% | +23.8% | +18.1% |
| YTD | +21.8% | +4.2% | +17.6% | +20.4% |
| 1Y | +34.9% | +6.2% | +28.7% | +32.7% |
| All | +44.5% | +37.8% | +6.7% | +30.3% |
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