+1,747.8%
PLD vs BDX
+1,355.9%
+391.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | -2.4% | -2.5% | +0.1% | -1.5% |
| 30D | -2.4% | +8.3% | -10.7% | -5.1% |
| 3M | -3.8% | +24.4% | -28.2% | -10.9% |
| 6M | 0.0% | +9.2% | -9.2% | -3.4% |
| YTD | +9.2% | +22.7% | -13.5% | +1.2% |
| 1Y | +25.9% | +25.9% | 0.0% | +15.5% |
| 3Y | +21.3% | -10.5% | +31.8% | +23.0% |
| 5Y | +14.1% | +1.9% | +12.2% | +10.5% |
| 10Y | +237.9% | +58.7% | +179.2% | +179.7% |
| All | +1,747.8% | +1,355.9% | +391.9% | +952.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling