+272.2%
PLD vs ALL
+371.2%
-99.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -1.0% | -2.6% | +1.5% | 0.0% |
| 30D | -1.8% | +12.7% | -14.6% | -6.7% |
| 3M | -6.0% | +0.4% | -6.4% | -6.6% |
| 6M | -8.4% | +23.8% | -32.2% | -17.2% |
| YTD | +4.2% | +27.8% | -23.5% | -7.6% |
| 1Y | +6.2% | +28.9% | -22.7% | -6.3% |
| 3Y | +37.0% | +113.9% | -76.9% | -6.6% |
| 5Y | +1.2% | +157.4% | -156.2% | -39.5% |
| 10Y | +272.2% | +369.0% | -96.8% | +83.1% |
| All | +272.2% | +371.2% | -99.0% | +83.1% |
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