+256.9%
PLD vs BB
+24.8%
+232.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.8% | -0.8% |
| 7D | 0.0% | +9.0% | -9.0% | -1.0% |
| 30D | -3.7% | +7.7% | -11.4% | -4.9% |
| 3M | -7.9% | +4.0% | -11.9% | -9.0% |
| 6M | -9.2% | +46.6% | -55.8% | -15.3% |
| YTD | +3.1% | +140.6% | -137.6% | -10.2% |
| 1Y | +6.2% | +103.1% | -96.9% | -5.6% |
| 3Y | +35.4% | +150.5% | -115.1% | +12.8% |
| 5Y | +0.1% | -15.4% | +15.5% | -8.8% |
| All | +256.9% | +24.8% | +232.1% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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