+146.1%
EFA vs PLD
+268.0%
-121.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +0.5% | -3.7% | +4.3% | +1.9% |
| 3M | -4.1% | -7.9% | +3.8% | -1.3% |
| 6M | +2.4% | -9.2% | +11.7% | +5.6% |
| YTD | +10.0% | +3.1% | +7.0% | +8.2% |
| 1Y | +11.4% | +6.2% | +5.2% | +8.4% |
| 3Y | +65.4% | +35.4% | +30.0% | +43.3% |
| 5Y | +49.6% | +0.1% | +49.5% | +42.2% |
| All | +146.1% | +268.0% | -121.9% | +54.2% |
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