+272.2%
PLD vs BBY
+290.9%
-18.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | -1.0% | +3.7% | -4.8% | -2.0% |
| 30D | -1.8% | +20.9% | -22.7% | -7.0% |
| 3M | -6.0% | +27.6% | -33.6% | -12.6% |
| 6M | -8.4% | +86.9% | -95.2% | -24.1% |
| YTD | +4.2% | +63.3% | -59.1% | -10.9% |
| 1Y | +6.2% | +42.6% | -36.4% | -5.7% |
| 3Y | +37.0% | +89.8% | -52.8% | +9.0% |
| 5Y | +1.2% | -0.1% | +1.2% | -7.4% |
| 10Y | +272.2% | +294.3% | -22.1% | +159.6% |
| All | +272.2% | +290.9% | -18.7% | +159.6% |
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