+1.2%
PLD vs A
+15.0%
-13.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.2% |
| 7D | +0.8% | +1.4% | -0.6% | +0.2% |
| 30D | +0.5% | +4.3% | -3.8% | -1.3% |
| 3M | -5.5% | +19.8% | -25.3% | -12.5% |
| 6M | -8.3% | +54.4% | -62.7% | -24.6% |
| YTD | +4.3% | +31.7% | -27.4% | -8.5% |
| 1Y | +7.4% | +22.4% | -15.0% | -2.6% |
| 3Y | +37.1% | +67.7% | -30.6% | +2.5% |
| All | +1.2% | +15.0% | -13.8% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling