+1.2%
PLD vs BDX
+24.6%
-23.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -1.0% | +2.5% | -3.6% | -2.0% |
| 30D | -1.8% | +13.6% | -15.4% | -6.9% |
| 3M | -6.0% | +18.9% | -25.0% | -12.7% |
| 6M | -8.4% | +51.8% | -60.2% | -23.4% |
| YTD | +4.2% | +43.3% | -39.1% | -11.3% |
| 1Y | +6.2% | +48.0% | -41.8% | -10.9% |
| 3Y | +37.0% | +23.7% | +13.3% | +22.2% |
| 5Y | +1.2% | +24.9% | -23.7% | -10.4% |
| All | +1.2% | +24.6% | -23.4% | -10.4% |
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