+249.9%
PLD vs BBY
+236.2%
+13.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.6% |
| 7D | -0.7% | +1.2% | -1.9% | -1.0% |
| 30D | -2.2% | +6.8% | -9.0% | -4.2% |
| 3M | -7.4% | +18.7% | -26.1% | -12.1% |
| 6M | +1.9% | +37.3% | -35.4% | -7.8% |
| YTD | +7.9% | +35.3% | -27.4% | -2.4% |
| 1Y | +25.1% | +20.7% | +4.4% | +16.4% |
| 3Y | +21.9% | +39.4% | -17.6% | +6.0% |
| 5Y | +16.3% | -1.5% | +17.8% | +7.3% |
| 10Y | +249.9% | +239.8% | +10.1% | +151.2% |
| All | +249.9% | +236.2% | +13.7% | +151.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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