+18.7%
PLD vs BDX
-2.9%
+21.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.1% |
| 7D | -0.9% | -4.3% | +3.4% | +0.9% |
| 30D | -1.2% | +1.3% | -2.5% | -1.8% |
| 3M | -2.3% | +20.2% | -22.6% | -9.9% |
| 6M | +4.5% | +8.6% | -4.1% | +0.5% |
| YTD | +10.1% | +19.0% | -8.8% | +1.4% |
| 1Y | +25.9% | +21.2% | +4.7% | +14.8% |
| 3Y | +24.4% | -9.7% | +34.1% | +28.9% |
| All | +18.7% | -2.9% | +21.6% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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