-0.7%
PLD vs BBWI
-67.9%
+67.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.0% | -0.7% |
| 7D | -0.8% | -6.2% | +5.4% | +0.3% |
| 30D | -0.3% | +19.9% | -20.2% | -3.6% |
| 3M | -8.0% | +7.1% | -15.2% | -9.8% |
| 6M | -9.8% | +13.7% | -23.5% | -13.2% |
| YTD | +1.8% | +9.6% | -7.8% | -2.4% |
| 1Y | +5.6% | -1.6% | +7.2% | +2.4% |
| 3Y | +33.3% | -25.9% | +59.1% | +32.1% |
| All | -0.7% | -67.9% | +67.2% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling