+256.9%
PLD vs BIL
+26.1%
+230.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | 0.0% | +0.1% | -0.1% | +0.2% |
| 30D | -3.7% | +0.3% | -4.1% | -3.0% |
| 3M | -7.9% | +0.9% | -8.9% | -5.9% |
| 6M | -9.2% | +1.8% | -11.1% | -5.0% |
| YTD | +3.1% | +3.1% | -0.1% | +11.3% |
| 1Y | +6.2% | +3.7% | +2.5% | +16.3% |
| 3Y | +35.4% | +13.8% | +21.6% | +86.2% |
| 5Y | +0.1% | +20.2% | -20.1% | +53.5% |
| All | +256.9% | +26.1% | +230.8% | +605.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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