+231.7%
PLD vs ALB
+33.3%
+198.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -0.8% | +9.1% | -9.9% | -2.4% |
| 30D | -0.3% | -3.4% | +3.1% | +0.2% |
| 3M | -8.0% | -20.6% | +12.6% | -4.4% |
| 6M | -9.8% | -48.2% | +38.4% | +1.1% |
| YTD | +1.8% | -29.2% | +31.0% | +5.4% |
| 1Y | +5.6% | +10.0% | -4.4% | -0.8% |
| 3Y | +33.3% | -12.9% | +46.2% | +22.9% |
| 5Y | +0.3% | -61.3% | +61.6% | +6.8% |
| All | +231.7% | +33.3% | +198.3% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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