+1,714.9%
PLD vs BB
+258.8%
+1,456.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | -5.6% | +3.2% | -1.8% |
| 30D | -2.4% | -11.8% | +9.4% | -1.2% |
| 3M | -3.8% | -25.5% | +21.7% | -1.6% |
| 6M | 0.0% | +121.3% | -121.2% | -10.4% |
| YTD | +9.2% | +103.2% | -93.9% | -1.3% |
| 1Y | +25.9% | +102.6% | -76.7% | +13.3% |
| 3Y | +21.3% | +37.5% | -16.2% | +10.1% |
| 5Y | +14.1% | -30.4% | +44.6% | +9.0% |
| 10Y | +237.9% | 0.0% | +237.9% | +176.7% |
| All | +1,714.9% | +258.8% | +1,456.0% | +1,415.1% |
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 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