+1,664.3%
PLD vs BEN
+405.6%
+1,258.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.9% |
| 7D | +0.8% | +12.1% | -11.4% | -5.0% |
| 30D | +0.5% | +13.4% | -12.9% | -6.0% |
| 3M | -5.5% | +9.4% | -14.9% | -10.1% |
| 6M | -8.3% | +19.3% | -27.6% | -16.9% |
| YTD | +4.3% | +57.3% | -53.0% | -18.4% |
| 1Y | +7.4% | +69.1% | -61.7% | -19.1% |
| 3Y | +37.1% | +85.6% | -48.6% | -4.6% |
| 5Y | +1.3% | +32.9% | -31.6% | -18.8% |
| 10Y | +267.4% | +58.3% | +209.1% | +134.8% |
| All | +1,664.3% | +405.6% | +1,258.7% | +700.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling