+15.5%
PLD vs BBY
+0.9%
+14.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.1% |
| 7D | -0.9% | +8.1% | -9.0% | -3.1% |
| 30D | -1.2% | +8.9% | -10.1% | -3.8% |
| 3M | -2.3% | +22.0% | -24.4% | -8.2% |
| 6M | +4.5% | +37.8% | -33.3% | -6.0% |
| YTD | +10.1% | +37.3% | -27.2% | -1.3% |
| 1Y | +25.9% | +21.6% | +4.3% | +16.7% |
| 3Y | +24.4% | +41.5% | -17.1% | +6.1% |
| 5Y | +15.5% | +1.2% | +14.2% | -3.5% |
| All | +15.5% | +0.9% | +14.5% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling