+1,747.8%
PLD vs BEN
+379.0%
+1,368.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -2.5% |
| 7D | -2.4% | +0.2% | -2.6% | -2.6% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | -3.8% | +9.7% | -13.5% | -8.6% |
| 6M | 0.0% | +33.9% | -33.9% | -14.5% |
| YTD | +9.2% | +49.0% | -39.7% | -11.8% |
| 1Y | +25.9% | +42.1% | -16.2% | +3.6% |
| 3Y | +21.3% | +51.9% | -30.6% | -6.2% |
| 5Y | +14.1% | +39.0% | -24.9% | -11.3% |
| 10Y | +237.9% | +57.9% | +180.0% | +113.9% |
| All | +1,747.8% | +379.0% | +1,368.8% | +764.3% |
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