+25.8%
BMY vs PLD
+14.8%
+11.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.7% |
| 7D | +0.4% | -2.4% | +2.7% | +0.9% |
| 30D | +5.0% | -2.4% | +7.4% | +5.6% |
| 3M | +19.4% | -3.8% | +23.2% | +20.4% |
| 6M | +9.5% | 0.0% | +9.5% | +9.5% |
| YTD | +28.1% | +9.2% | +18.8% | +25.6% |
| 1Y | +50.0% | +25.9% | +24.1% | +42.8% |
| 3Y | +24.1% | +21.3% | +2.8% | +17.5% |
| All | +25.8% | +14.8% | +11.0% | +18.7% |
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 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