+256.8%
PLD vs BBWI
-41.3%
+298.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +1.0% | +2.5% |
| 7D | +0.7% | -6.2% | +6.9% | +1.7% |
| 30D | +0.8% | +25.5% | -24.7% | -3.0% |
| 3M | -6.1% | +8.0% | -14.1% | -7.9% |
| 6M | -8.0% | +12.7% | -20.7% | -11.0% |
| YTD | +4.7% | +11.6% | -7.0% | +0.5% |
| 1Y | +7.2% | -0.9% | +8.1% | +4.1% |
| 3Y | +39.2% | -22.7% | +61.9% | +37.4% |
| 5Y | +1.9% | -67.2% | +69.1% | +11.4% |
| 10Y | +256.8% | -43.7% | +300.5% | +199.1% |
| All | +256.8% | -41.3% | +298.1% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling