+37.1%
PLD vs A
+68.9%
-31.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | 0.0% |
| 7D | +0.8% | +1.4% | -0.6% | +0.4% |
| 30D | +0.5% | +4.3% | -3.8% | -0.9% |
| 3M | -5.5% | +19.8% | -25.3% | -11.1% |
| 6M | -8.3% | +54.4% | -62.7% | -21.4% |
| YTD | +4.3% | +31.7% | -27.4% | -5.5% |
| 1Y | +7.4% | +22.4% | -15.0% | +0.3% |
| 3Y | +37.1% | +67.7% | -30.6% | +10.7% |
| All | +37.1% | +68.9% | -31.8% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling