+1,663.4%
PLD vs BDX
+1,600.6%
+62.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -1.0% | +2.5% | -3.6% | -1.9% |
| 30D | -1.8% | +13.6% | -15.4% | -6.1% |
| 3M | -6.0% | +18.9% | -25.0% | -11.6% |
| 6M | -8.4% | +51.8% | -60.2% | -20.8% |
| YTD | +4.2% | +43.3% | -39.1% | -8.5% |
| 1Y | +6.2% | +48.0% | -41.8% | -7.8% |
| 3Y | +37.0% | +23.7% | +13.3% | +24.5% |
| 5Y | +1.2% | +24.9% | -23.7% | -8.6% |
| 10Y | +272.2% | +92.2% | +180.0% | +188.6% |
| All | +1,663.4% | +1,600.6% | +62.8% | +851.4% |
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 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