+236.9%
PLD vs ACWI
+228.2%
+8.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | +0.5% | -2.9% | -2.9% |
| 30D | -2.4% | +0.9% | -3.3% | -3.3% |
| 3M | -3.8% | +2.4% | -6.2% | -6.5% |
| 6M | 0.0% | +12.4% | -12.4% | -11.7% |
| YTD | +9.2% | +15.2% | -5.9% | -6.1% |
| 1Y | +25.9% | +22.7% | +3.2% | +1.2% |
| 3Y | +21.3% | +75.8% | -54.5% | -32.6% |
| 5Y | +14.1% | +67.7% | -53.6% | -33.7% |
| All | +236.9% | +228.2% | +8.7% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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