+155.5%
GE vs PLD
+236.3%
-80.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +3.3% |
| 7D | +7.1% | -0.8% | +7.9% | +7.5% |
| 30D | +6.5% | -0.3% | +6.7% | +6.5% |
| 3M | -13.6% | -8.0% | -5.5% | -10.3% |
| 6M | +6.0% | -9.8% | +15.8% | +10.4% |
| YTD | +5.4% | +1.8% | +3.6% | +3.9% |
| 1Y | +6.5% | +5.6% | +0.9% | +3.1% |
| 3Y | +268.6% | +33.3% | +235.3% | +208.4% |
| 5Y | +389.0% | +0.3% | +388.8% | +358.9% |
| All | +155.5% | +236.3% | -80.8% | +43.7% |
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