+151.2%
GE vs PLD
+268.0%
-116.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.3% | -2.9% |
| 7D | +5.1% | 0.0% | +5.1% | +5.1% |
| 30D | +7.6% | -3.7% | +11.3% | +9.4% |
| 3M | -9.3% | -7.9% | -1.4% | -5.9% |
| 6M | +11.5% | -9.2% | +20.8% | +15.9% |
| YTD | +7.9% | +3.1% | +4.8% | +5.8% |
| 1Y | +7.6% | +6.2% | +1.4% | +4.0% |
| 3Y | +265.9% | +35.4% | +230.4% | +203.1% |
| 5Y | +405.9% | +0.1% | +405.8% | +375.5% |
| All | +151.2% | +268.0% | -116.8% | +33.7% |
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