+7.4%
PLD vs BEN
+72.3%
-64.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | +0.8% | +12.1% | -11.4% | -2.1% |
| 30D | +0.5% | +13.4% | -12.9% | -2.8% |
| 3M | -5.5% | +9.4% | -14.9% | -7.7% |
| 6M | -8.3% | +19.3% | -27.6% | -12.9% |
| YTD | +4.3% | +57.3% | -53.0% | -7.3% |
| 1Y | +7.4% | +69.1% | -61.7% | -6.1% |
| All | +7.4% | +72.3% | -64.9% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling