+15.2%
PLD vs A
-12.8%
+28.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -2.4% | -1.9% | -0.5% | -1.7% |
| 30D | -2.4% | +6.9% | -9.3% | -5.2% |
| 3M | -3.8% | +9.2% | -13.0% | -7.6% |
| 6M | 0.0% | +25.7% | -25.7% | -10.4% |
| YTD | +9.2% | +11.5% | -2.3% | +2.8% |
| 1Y | +25.9% | +18.4% | +7.6% | +14.6% |
| 3Y | +21.3% | +26.6% | -5.3% | +3.3% |
| All | +15.2% | -12.8% | +28.1% | +6.0% |
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