+0.1%
PLD vs BAX
-64.3%
+64.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -3.7% | +3.4% | -7.2% | -4.9% |
| 3M | -7.9% | -4.5% | -3.5% | -7.2% |
| 6M | -9.2% | +44.0% | -53.2% | -19.0% |
| YTD | +3.1% | +34.9% | -31.8% | -7.5% |
| 1Y | +6.2% | +37.9% | -31.7% | -5.4% |
| 3Y | +35.4% | -17.1% | +52.5% | +36.8% |
| 5Y | +0.1% | -64.3% | +64.4% | +31.9% |
| All | +0.1% | -64.3% | +64.4% | +31.9% |
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