+25.0%
PLD vs BG
+52.8%
-27.8%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -2.8% | +3.7% | -6.6% | -3.2% |
| 30D | -3.6% | +12.3% | -16.0% | -5.0% |
| 3M | -7.1% | -2.2% | -4.9% | -6.6% |
| 6M | +0.2% | +5.3% | -5.1% | -1.1% |
| YTD | +6.9% | +42.4% | -35.5% | -4.7% |
| 1Y | +25.0% | +55.2% | -30.2% | +7.1% |
| All | +25.0% | +52.8% | -27.8% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling