+257.2%
PLD vs ALL
+377.9%
-120.7%
-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% | -0.3% | -0.1% |
| 7D | +1.3% | +5.0% | -3.7% | -0.7% |
| 30D | -1.4% | +13.3% | -14.7% | -6.4% |
| 3M | -8.2% | +3.2% | -11.3% | -9.7% |
| 6M | -8.0% | +25.3% | -33.4% | -17.3% |
| YTD | +3.2% | +30.5% | -27.3% | -9.3% |
| 1Y | +7.0% | +29.2% | -22.2% | -5.6% |
| 3Y | +38.3% | +119.1% | -80.8% | -6.7% |
| 5Y | +0.2% | +162.6% | -162.4% | -40.5% |
| All | +257.2% | +377.9% | -120.7% | +79.2% |
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