+35.8%
PFE vs PLD
+236.1%
-200.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +1.8% | -2.4% | +4.1% | +2.5% |
| 30D | +10.2% | -2.4% | +12.7% | +11.0% |
| 3M | +12.7% | -3.8% | +16.5% | +13.8% |
| 6M | +10.5% | 0.0% | +10.5% | +10.2% |
| YTD | +20.2% | +9.2% | +10.9% | +16.3% |
| 1Y | +24.1% | +25.9% | -1.8% | +14.8% |
| 3Y | -3.6% | +21.3% | -24.9% | -11.4% |
| 5Y | -20.9% | +14.1% | -35.0% | -27.5% |
| All | +35.8% | +236.1% | -200.3% | -7.6% |
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