+257.2%
PLD vs BAH
+198.8%
+58.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +1.3% | +1.7% | -0.4% | +0.9% |
| 30D | -1.4% | +20.8% | -22.2% | -6.3% |
| 3M | -8.2% | +11.6% | -19.7% | -11.1% |
| 6M | -8.0% | +23.1% | -31.1% | -14.0% |
| YTD | +3.2% | +5.3% | -2.1% | -0.7% |
| 1Y | +7.0% | +6.1% | +0.9% | +2.4% |
| 3Y | +38.3% | -27.5% | +65.8% | +41.6% |
| 5Y | +0.2% | +6.2% | -6.0% | -13.7% |
| All | +257.2% | +198.8% | +58.4% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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