+1,621.7%
PLD vs BEN
+370.0%
+1,251.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -6.0% | -3.6% |
| 7D | -0.8% | +6.6% | -7.4% | -4.1% |
| 30D | -0.3% | +3.8% | -4.1% | -2.4% |
| 3M | -8.0% | +0.2% | -8.2% | -8.6% |
| 6M | -9.8% | +10.4% | -20.2% | -15.0% |
| YTD | +1.8% | +46.2% | -44.4% | -17.3% |
| 1Y | +5.6% | +52.3% | -46.6% | -16.2% |
| 3Y | +33.3% | +65.9% | -32.7% | -1.9% |
| 5Y | +0.3% | +20.6% | -20.3% | -15.5% |
| 10Y | +241.6% | +64.8% | +176.8% | +110.8% |
| All | +1,621.7% | +370.0% | +1,251.8% | +710.0% |
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