+83.7%
BSX vs PLD
+238.6%
-154.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.8% | -6.7% | -6.2% |
| 7D | -6.4% | -0.9% | -5.6% | -6.2% |
| 30D | -8.8% | -1.2% | -7.6% | -8.4% |
| 3M | -7.6% | -2.3% | -5.3% | -7.0% |
| 6M | -37.0% | +4.5% | -41.5% | -38.3% |
| YTD | -52.8% | +10.1% | -63.0% | -55.0% |
| 1Y | -58.4% | +25.9% | -84.3% | -62.5% |
| 3Y | -16.5% | +24.4% | -40.9% | -26.7% |
| 5Y | -1.2% | +15.5% | -16.6% | -12.8% |
| 10Y | +83.7% | +240.3% | -156.6% | +2.7% |
| All | +83.7% | +238.6% | -154.9% | +2.7% |
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