+33.3%
PLD vs ALL
+105.5%
-72.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.2% | -0.3% |
| 7D | -0.8% | -1.9% | +1.2% | -0.4% |
| 30D | -0.3% | +13.8% | -14.0% | -3.0% |
| 3M | -8.0% | -7.0% | -1.0% | -6.7% |
| 6M | -9.8% | +18.0% | -27.8% | -13.9% |
| YTD | +1.8% | +24.2% | -22.4% | -4.3% |
| 1Y | +5.6% | +31.2% | -25.6% | -2.3% |
| 3Y | +33.3% | +107.5% | -74.3% | +7.6% |
| All | +33.3% | +105.5% | -72.3% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling