+1.5%
PLD vs ALL
+155.0%
-153.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.9% |
| 7D | +0.4% | +4.2% | -3.8% | -0.7% |
| 30D | -0.1% | +18.9% | -19.0% | -4.7% |
| 3M | -7.9% | +1.2% | -9.2% | -8.5% |
| 6M | -7.0% | +23.2% | -30.2% | -12.9% |
| YTD | +3.1% | +30.0% | -26.9% | -5.3% |
| 1Y | +7.1% | +39.6% | -32.5% | -3.8% |
| 3Y | +32.9% | +115.2% | -82.4% | +2.9% |
| 5Y | +1.5% | +156.2% | -154.7% | -24.9% |
| All | +1.5% | +155.0% | -153.4% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling