+25.9%
PLD vs B
+70.0%
-44.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.5% |
| 7D | -2.4% | -1.6% | -0.8% | -2.3% |
| 30D | -2.4% | +9.4% | -11.9% | -3.3% |
| 3M | -3.8% | +5.0% | -8.8% | -4.3% |
| 6M | 0.0% | -3.5% | +3.6% | -0.6% |
| YTD | +9.2% | +4.5% | +4.8% | +7.8% |
| 1Y | +25.9% | +67.8% | -41.9% | +22.5% |
| All | +25.9% | +70.0% | -44.1% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling