+29.0%
BMY vs PLD
-0.1%
+29.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +10.0% | -3.7% | +13.7% | +10.9% |
| 3M | -1.2% | -7.9% | +6.8% | +0.6% |
| 6M | +12.8% | -9.2% | +22.0% | +15.1% |
| YTD | +20.7% | +3.1% | +17.6% | +19.8% |
| 1Y | +32.6% | +6.2% | +26.4% | +30.9% |
| 3Y | +41.8% | +35.4% | +6.4% | +32.5% |
| 5Y | +29.0% | +0.1% | +28.9% | +24.6% |
| All | +29.0% | -0.1% | +29.1% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling