+16.2%
PLD vs BBIO
+40.9%
-24.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.6% |
| 7D | -2.8% | -3.9% | +1.0% | -2.6% |
| 30D | -3.6% | -13.4% | +9.7% | -2.7% |
| 3M | -7.1% | +7.6% | -14.7% | -7.8% |
| 6M | +0.2% | -2.4% | +2.7% | +0.1% |
| YTD | +6.9% | -5.2% | +12.1% | +6.7% |
| 1Y | +25.0% | +36.9% | -11.9% | +21.2% |
| 3Y | +20.8% | +155.2% | -134.4% | +10.3% |
| 5Y | +16.2% | +44.0% | -27.8% | -9.2% |
| All | +16.2% | +40.9% | -24.8% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling