-0.7%
PLD vs BEN
+28.2%
-29.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | -0.1% |
| 7D | +1.3% | +6.8% | -5.4% | -1.5% |
| 30D | -1.4% | +18.0% | -19.4% | -8.4% |
| 3M | -8.2% | +7.5% | -15.6% | -11.3% |
| 6M | -8.0% | +14.7% | -22.7% | -14.1% |
| YTD | +3.2% | +56.1% | -52.9% | -16.8% |
| 1Y | +7.0% | +69.6% | -62.6% | -17.1% |
| 3Y | +38.3% | +87.7% | -49.4% | -1.5% |
| All | -0.7% | +28.2% | -29.0% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling