+19.3%
PG vs PLD
+36.2%
-16.9%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.4% | +0.4% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +10.5% | -3.7% | +14.3% | +11.2% |
| 3M | +17.4% | -7.9% | +25.3% | +18.9% |
| 6M | +18.4% | -9.2% | +27.6% | +20.1% |
| YTD | +20.7% | +3.1% | +17.6% | +20.3% |
| 1Y | +16.8% | +6.2% | +10.6% | +16.0% |
| All | +19.3% | +36.2% | -16.9% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling