+486.7%
GS vs PLD
+236.3%
+250.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | +0.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.8% |
| 30D | -2.4% | -0.3% | -2.1% | -2.3% |
| 3M | -15.7% | -8.0% | -7.7% | -12.4% |
| 6M | -6.8% | -9.8% | +3.0% | -2.7% |
| YTD | -0.1% | +1.8% | -1.8% | -1.7% |
| 1Y | +12.1% | +5.6% | +6.5% | +8.3% |
| 3Y | +185.8% | +33.3% | +152.5% | +141.9% |
| 5Y | +140.1% | +0.3% | +139.8% | +126.8% |
| All | +486.7% | +236.3% | +250.4% | +272.8% |
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