+256.8%
PLD vs ALL
+367.3%
-110.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | +0.7% | -3.9% | +4.6% | +2.3% |
| 30D | +0.8% | +10.6% | -9.8% | -3.4% |
| 3M | -6.1% | -4.6% | -1.6% | -4.7% |
| 6M | -8.0% | +20.2% | -28.2% | -15.8% |
| YTD | +4.7% | +23.7% | -19.0% | -5.9% |
| 1Y | +7.2% | +27.9% | -20.7% | -5.1% |
| 3Y | +39.2% | +109.2% | -69.9% | -4.2% |
| 5Y | +1.9% | +148.0% | -146.1% | -37.9% |
| 10Y | +256.8% | +363.8% | -107.0% | +87.7% |
| All | +256.8% | +367.3% | -110.6% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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