+318.2%
PLD vs BIL
+30.3%
+287.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | +0.4% | -0.3% | +0.7% | +0.2% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | -7.9% | +0.3% | -8.3% | -7.7% |
| 6M | -7.0% | +1.2% | -8.2% | -6.0% |
| YTD | +3.1% | +2.4% | +0.6% | +5.1% |
| 1Y | +7.1% | +3.0% | +4.1% | +9.8% |
| 3Y | +32.9% | +13.1% | +19.7% | +46.7% |
| 5Y | +1.5% | +19.4% | -17.9% | +16.4% |
| 10Y | +245.9% | +25.2% | +220.7% | +310.3% |
| All | +318.2% | +30.3% | +287.9% | +335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling