+417.5%
LIN vs PLD
+236.3%
+181.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.7% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | +6.5% | -0.3% | +6.7% | +6.4% |
| 3M | +5.5% | -8.0% | +13.5% | +8.8% |
| 6M | +3.3% | -9.8% | +13.1% | +7.1% |
| YTD | +22.0% | +1.8% | +20.2% | +19.9% |
| 1Y | +25.7% | +5.6% | +20.1% | +21.6% |
| 3Y | +36.2% | +33.3% | +3.0% | +14.9% |
| 5Y | +66.1% | +0.3% | +65.8% | +55.8% |
| All | +417.5% | +236.3% | +181.2% | +198.2% |
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