+109.6%
EEM vs PLD
+248.8%
-139.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | 0.0% | +1.9% |
| 7D | -0.1% | +0.7% | -0.8% | -0.3% |
| 30D | -8.6% | +0.8% | -9.5% | -8.9% |
| 3M | -7.0% | -6.1% | -0.9% | -5.0% |
| 6M | -9.7% | -8.0% | -1.7% | -7.5% |
| YTD | +12.1% | +4.7% | +7.5% | +9.5% |
| 1Y | +14.1% | +7.2% | +6.9% | +10.4% |
| 3Y | +72.1% | +39.2% | +32.9% | +47.3% |
| 5Y | +34.1% | +1.9% | +32.2% | +26.2% |
| 10Y | +109.6% | +256.8% | -147.2% | +15.0% |
| All | +109.6% | +248.8% | -139.2% | +15.0% |
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