+112.2%
PG vs PLD
+250.5%
-138.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.4% |
| 7D | -3.4% | -0.7% | -2.7% | -3.2% |
| 30D | -2.6% | -2.2% | -0.4% | -1.9% |
| 3M | -3.3% | -7.4% | +4.0% | -1.3% |
| 6M | -6.7% | +1.9% | -8.6% | -7.5% |
| YTD | +1.7% | +7.9% | -6.2% | -0.9% |
| 1Y | -7.9% | +25.1% | -33.0% | -14.4% |
| 3Y | +0.9% | +21.9% | -20.9% | -7.9% |
| 5Y | +12.6% | +16.3% | -3.7% | +2.1% |
| All | +112.2% | +250.5% | -138.3% | +31.5% |
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