+6.2%
PLD vs BB
+100.9%
-94.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.8% | -1.1% |
| 7D | 0.0% | +9.0% | -9.0% | 0.0% |
| 30D | -3.7% | +7.7% | -11.4% | -3.8% |
| 3M | -7.9% | +4.0% | -11.9% | -8.0% |
| 6M | -9.2% | +46.6% | -55.8% | -11.8% |
| YTD | +3.1% | +140.6% | -137.6% | -4.0% |
| 1Y | +6.2% | +103.1% | -96.9% | -1.1% |
| All | +6.2% | +100.9% | -94.7% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling