+256.8%
PLD vs A
+328.7%
-72.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +1.5% |
| 7D | +0.7% | +4.8% | -4.1% | -1.4% |
| 30D | +0.8% | +5.6% | -4.8% | -1.8% |
| 3M | -6.1% | +23.6% | -29.7% | -15.2% |
| 6M | -8.0% | +56.4% | -64.4% | -26.4% |
| YTD | +4.7% | +33.4% | -28.7% | -10.4% |
| 1Y | +7.2% | +23.7% | -16.5% | -4.9% |
| 3Y | +39.2% | +71.0% | -31.8% | +1.7% |
| 5Y | +1.9% | +16.8% | -14.9% | -11.8% |
| 10Y | +256.8% | +323.8% | -67.0% | +98.9% |
| All | +256.8% | +328.7% | -72.0% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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