+37.1%
PLD vs BBWI
-23.6%
+60.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +0.8% | -4.2% | +5.0% | +1.4% |
| 30D | +0.5% | +24.9% | -24.4% | -3.0% |
| 3M | -5.5% | +13.2% | -18.7% | -7.8% |
| 6M | -8.3% | +12.1% | -20.4% | -11.0% |
| YTD | +4.3% | +11.1% | -6.8% | +0.4% |
| 1Y | +7.4% | +0.7% | +6.7% | +4.6% |
| 3Y | +37.1% | -23.8% | +60.8% | +29.8% |
| All | +37.1% | -23.6% | +60.7% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling