+1,591.0%
PLD vs BB
+307.3%
+1,283.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.7% | -1.7% |
| 7D | -0.8% | +3.8% | -4.6% | -1.3% |
| 30D | -0.3% | -0.3% | +0.1% | -0.6% |
| 3M | -8.0% | -0.5% | -7.6% | -8.6% |
| 6M | -9.8% | +45.9% | -55.7% | -15.3% |
| YTD | +1.8% | +130.6% | -128.8% | -9.8% |
| 1Y | +5.6% | +89.2% | -83.6% | -4.5% |
| 3Y | +33.3% | +137.5% | -104.2% | +13.7% |
| 5Y | +0.3% | -20.9% | +21.2% | -5.7% |
| 10Y | +241.6% | +25.4% | +216.2% | +171.5% |
| All | +1,591.0% | +307.3% | +1,283.7% | +1,284.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling