+231.7%
PLD vs ALLE
+222.4%
+9.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | -0.8% | -0.6% | -0.2% | -0.5% |
| 30D | -0.3% | +25.3% | -25.6% | -10.7% |
| 3M | -8.0% | +10.3% | -18.3% | -12.6% |
| 6M | -9.8% | +38.0% | -47.8% | -23.7% |
| YTD | +1.8% | +17.8% | -16.0% | -7.9% |
| 1Y | +5.6% | +13.6% | -8.0% | -2.7% |
| 3Y | +33.3% | +89.2% | -55.9% | -6.3% |
| 5Y | +0.3% | +51.1% | -50.8% | -22.9% |
| All | +231.7% | +222.4% | +9.2% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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