+272.2%
PLD vs BIL
+25.6%
+246.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -0.8% |
| 30D | -1.8% | 0.0% | -1.8% | -1.9% |
| 3M | -6.0% | +0.6% | -6.7% | -4.8% |
| 6M | -8.4% | +1.5% | -9.9% | -5.1% |
| YTD | +4.2% | +2.8% | +1.4% | +11.1% |
| 1Y | +6.2% | +3.3% | +2.9% | +14.8% |
| 3Y | +37.0% | +13.4% | +23.6% | +82.0% |
| 5Y | +1.2% | +19.8% | -18.7% | +47.2% |
| 10Y | +272.2% | +25.7% | +246.5% | +562.1% |
| All | +272.2% | +25.6% | +246.6% | +562.1% |
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