+15.2%
PLD vs BBWI
-66.0%
+81.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.6% | -1.2% |
| 7D | -2.4% | +1.5% | -3.9% | -2.7% |
| 30D | -2.4% | -5.2% | +2.8% | -1.8% |
| 3M | -3.8% | +11.1% | -14.9% | -6.5% |
| 6M | 0.0% | -13.4% | +13.4% | +1.2% |
| YTD | +9.2% | +0.1% | +9.1% | +6.9% |
| 1Y | +25.9% | -36.1% | +62.0% | +34.1% |
| 3Y | +21.3% | -44.1% | +65.4% | +27.4% |
| All | +15.2% | -66.0% | +81.2% | +28.6% |
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