-0.7%
PLD vs BAX
-63.7%
+63.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.4% |
| 7D | -0.8% | +12.1% | -12.9% | -3.8% |
| 30D | -0.3% | +7.6% | -7.9% | -2.5% |
| 3M | -8.0% | -4.5% | -3.5% | -7.3% |
| 6M | -9.8% | +52.0% | -61.8% | -20.7% |
| YTD | +1.8% | +35.1% | -33.4% | -8.7% |
| 1Y | +5.6% | +43.7% | -38.1% | -7.1% |
| 3Y | +33.3% | -20.9% | +54.2% | +36.4% |
| All | -0.7% | -63.7% | +63.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 5y: compounded portfolio wealth divided by compounded BAX 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…
5y analysis · Full analysis span regression · 6 months rolling