+27.6%
BX vs PLD
+14.8%
+12.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | -4.4% | -2.4% | -2.0% | -2.7% |
| 30D | +0.1% | -2.4% | +2.5% | +1.9% |
| 3M | +16.0% | -3.8% | +19.8% | +18.9% |
| 6M | +21.6% | 0.0% | +21.6% | +21.0% |
| YTD | -8.9% | +9.2% | -18.1% | -15.4% |
| 1Y | -16.6% | +25.9% | -42.5% | -30.7% |
| 3Y | +43.3% | +21.3% | +22.0% | +18.6% |
| All | +27.6% | +14.8% | +12.8% | +5.5% |
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