+257.2%
PLD vs BHP
+333.8%
-76.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | -1.4% | -4.5% | +3.2% | -0.1% |
| 3M | -8.2% | -6.9% | -1.3% | -6.4% |
| 6M | -8.0% | -10.6% | +2.6% | -5.8% |
| YTD | +3.2% | +37.2% | -34.0% | -9.0% |
| 1Y | +7.0% | +48.0% | -41.0% | -8.0% |
| 3Y | +38.3% | +52.6% | -14.3% | +15.6% |
| 5Y | +0.2% | +116.5% | -116.3% | -27.3% |
| All | +257.2% | +333.8% | -76.6% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling