+2,024.1%
LLY vs PLD
+254.7%
+1,769.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.8% | +1.6% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +21.5% | +0.5% | +21.0% | +21.2% |
| 3M | +16.4% | -5.5% | +21.9% | +18.5% |
| 6M | +51.5% | -8.3% | +59.8% | +55.4% |
| YTD | +33.9% | +4.3% | +29.6% | +31.5% |
| 1Y | +49.1% | +7.4% | +41.7% | +44.9% |
| 3Y | +144.6% | +37.1% | +107.6% | +114.0% |
| 5Y | +466.3% | +1.3% | +465.0% | +440.7% |
| 10Y | +2,024.1% | +267.4% | +1,756.7% | +1,312.1% |
| All | +2,024.1% | +254.7% | +1,769.5% | +1,312.1% |
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