+236.9%
PLD vs B
+194.1%
+42.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | -2.4% | -1.6% | -0.8% | -2.2% |
| 30D | -2.4% | +9.4% | -11.9% | -3.8% |
| 3M | -3.8% | +5.0% | -8.8% | -4.8% |
| 6M | 0.0% | -3.5% | +3.6% | -0.2% |
| YTD | +9.2% | +4.5% | +4.8% | +7.3% |
| 1Y | +25.9% | +67.8% | -41.9% | +14.9% |
| 3Y | +21.3% | +196.7% | -175.4% | +0.3% |
| 5Y | +14.1% | +151.9% | -137.8% | -4.8% |
| All | +236.9% | +194.1% | +42.9% | +181.7% |
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