+231.7%
PLD vs AR
+44.3%
+187.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -0.8% | -14.3% | +13.5% | +0.5% |
| 30D | -0.3% | +1.4% | -1.7% | -0.5% |
| 3M | -8.0% | +3.4% | -11.4% | -8.5% |
| 6M | -9.8% | -2.1% | -7.7% | -10.0% |
| YTD | +1.8% | +4.7% | -2.9% | +0.6% |
| 1Y | +5.6% | +10.6% | -5.0% | +3.7% |
| 3Y | +33.3% | +24.6% | +8.7% | +28.0% |
| 5Y | +0.3% | +71.9% | -71.6% | -7.4% |
| All | +231.7% | +44.3% | +187.3% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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