+1,632.9%
PLD vs BB
+325.9%
+1,306.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | +0.8% | +11.6% | -10.8% | -0.5% |
| 30D | +0.5% | +2.6% | -2.1% | -0.1% |
| 3M | -5.5% | +3.5% | -9.0% | -6.5% |
| 6M | -8.3% | +43.5% | -51.8% | -13.8% |
| YTD | +4.3% | +141.2% | -136.9% | -8.0% |
| 1Y | +7.4% | +97.4% | -90.0% | -3.3% |
| 3Y | +37.1% | +151.1% | -114.0% | +16.3% |
| 5Y | +1.3% | -12.8% | +14.1% | -5.8% |
| 10Y | +267.4% | +27.5% | +239.9% | +191.4% |
| All | +1,632.9% | +325.9% | +1,306.9% | +1,311.8% |
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