+33.3%
PLD vs BEN
+63.5%
-30.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -6.0% | -3.0% |
| 7D | -0.8% | +6.6% | -7.4% | -3.2% |
| 30D | -0.3% | +3.8% | -4.1% | -1.8% |
| 3M | -8.0% | +0.2% | -8.2% | -8.3% |
| 6M | -9.8% | +10.4% | -20.2% | -13.8% |
| YTD | +1.8% | +46.2% | -44.4% | -13.6% |
| 1Y | +5.6% | +52.3% | -46.6% | -12.0% |
| 3Y | +33.3% | +65.9% | -32.7% | +0.6% |
| All | +33.3% | +63.5% | -30.3% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling