+256.8%
PLD vs BEN
+70.4%
+186.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.3% | -3.5% | +0.5% |
| 7D | +0.7% | +12.2% | -11.5% | -3.6% |
| 30D | +0.8% | +12.1% | -11.3% | -3.5% |
| 3M | -6.1% | +7.3% | -13.4% | -8.8% |
| 6M | -8.0% | +17.9% | -25.9% | -14.0% |
| YTD | +4.7% | +55.4% | -50.8% | -12.3% |
| 1Y | +7.2% | +69.3% | -62.1% | -13.1% |
| 3Y | +39.2% | +82.8% | -43.6% | +7.4% |
| 5Y | +1.9% | +28.8% | -26.9% | -13.2% |
| 10Y | +256.8% | +53.9% | +202.9% | +140.6% |
| All | +256.8% | +70.4% | +186.3% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling