+256.9%
PLD vs B
+218.7%
+38.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.7% |
| 7D | 0.0% | -6.2% | +6.2% | +0.8% |
| 30D | -3.7% | -6.6% | +2.9% | -3.0% |
| 3M | -7.9% | -7.9% | -0.1% | -7.2% |
| 6M | -9.2% | -16.8% | +7.6% | -7.5% |
| YTD | +3.1% | -11.7% | +14.7% | +3.4% |
| 1Y | +6.2% | +3.5% | +2.7% | +4.1% |
| 3Y | +35.4% | +165.7% | -130.3% | +13.9% |
| 5Y | +0.1% | +108.4% | -108.3% | -14.2% |
| All | +256.9% | +218.7% | +38.2% | +193.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling