+1,747.8%
PLD vs BBWI
+596.5%
+1,151.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.6% | -1.6% |
| 7D | -2.4% | +1.5% | -3.9% | -2.9% |
| 30D | -2.4% | -5.2% | +2.8% | -1.5% |
| 3M | -3.8% | +11.1% | -14.9% | -8.1% |
| 6M | 0.0% | -13.4% | +13.4% | +1.4% |
| YTD | +9.2% | +0.1% | +9.1% | +5.2% |
| 1Y | +25.9% | -36.1% | +62.0% | +35.6% |
| 3Y | +21.3% | -44.1% | +65.4% | +28.8% |
| 5Y | +14.1% | -66.2% | +80.4% | +32.7% |
| 10Y | +237.9% | -54.8% | +292.6% | +181.4% |
| All | +1,747.8% | +596.5% | +1,151.3% | +395.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling