+114.1%
EEM vs PLD
+254.7%
-140.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | -9.3% | +0.5% | -9.8% | -9.5% |
| 3M | -7.1% | -5.5% | -1.6% | -5.3% |
| 6M | -10.4% | -8.3% | -2.1% | -8.1% |
| YTD | +11.3% | +4.3% | +7.0% | +8.8% |
| 1Y | +11.3% | +7.4% | +3.8% | +7.6% |
| 3Y | +69.6% | +37.1% | +32.6% | +46.1% |
| 5Y | +33.6% | +1.3% | +32.3% | +26.1% |
| 10Y | +114.1% | +267.4% | -153.3% | +19.1% |
| All | +114.1% | +254.7% | -140.5% | +19.1% |
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