+257.2%
PLD vs ALLY
+174.3%
+82.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +1.3% | +0.4% | +1.0% | +1.2% |
| 30D | -1.4% | +5.2% | -6.6% | -2.9% |
| 3M | -8.2% | -13.3% | +5.2% | -4.3% |
| 6M | -8.0% | -6.7% | -1.3% | -6.5% |
| YTD | +3.2% | -12.8% | +16.0% | +6.5% |
| 1Y | +7.0% | +0.7% | +6.3% | +5.6% |
| 3Y | +38.3% | +65.2% | -26.9% | +15.1% |
| 5Y | +0.2% | -10.1% | +10.3% | -4.4% |
| All | +257.2% | +174.3% | +82.9% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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