+7.8%
PLD vs BEN
+70.3%
-62.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.3% | -3.5% | +1.2% |
| 7D | +0.7% | +12.2% | -11.5% | -2.2% |
| 30D | +0.8% | +12.1% | -11.3% | -2.1% |
| 3M | -6.1% | +7.3% | -13.4% | -7.9% |
| 6M | -8.0% | +17.9% | -25.9% | -12.3% |
| YTD | +4.7% | +55.4% | -50.8% | -6.7% |
| All | +7.8% | +70.3% | -62.5% | -5.5% |
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