+1.5%
PLD vs ALLE
+51.8%
-50.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -0.8% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -0.1% | +20.6% | -20.7% | -9.0% |
| 3M | -7.9% | +11.4% | -19.4% | -13.0% |
| 6M | -7.0% | +42.5% | -49.5% | -23.1% |
| YTD | +3.1% | +18.9% | -15.8% | -7.3% |
| 1Y | +7.1% | +14.2% | -7.1% | -1.5% |
| 3Y | +32.9% | +90.7% | -57.8% | -11.5% |
| 5Y | +1.5% | +52.5% | -50.9% | -26.3% |
| All | +1.5% | +51.8% | -50.3% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling