+234.3%
PLD vs BBWI
-54.1%
+288.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.6% | -1.2% |
| 7D | -2.4% | +1.5% | -3.9% | -2.6% |
| 30D | -2.4% | -5.2% | +2.8% | -1.8% |
| 3M | -3.8% | +11.1% | -14.9% | -6.2% |
| 6M | 0.0% | -13.4% | +13.4% | +1.0% |
| YTD | +9.2% | +0.1% | +9.1% | +7.2% |
| 1Y | +25.9% | -36.1% | +62.0% | +32.0% |
| 3Y | +21.3% | -44.1% | +65.4% | +26.6% |
| 5Y | +14.1% | -66.2% | +80.4% | +25.0% |
| All | +234.3% | -54.1% | +288.4% | +205.1% |
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