-0.7%
PLD vs BLDR
-11.9%
+11.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +1.3% | -3.0% | +4.3% | +2.0% |
| 30D | -1.4% | +20.1% | -21.5% | -6.3% |
| 3M | -8.2% | -17.5% | +9.4% | -4.5% |
| 6M | -8.0% | -16.1% | +8.1% | -6.1% |
| YTD | +3.2% | -41.0% | +44.2% | +14.5% |
| 1Y | +7.0% | -41.6% | +48.6% | +18.8% |
| 3Y | +38.3% | -50.8% | +89.1% | +52.8% |
| All | -0.7% | -11.9% | +11.2% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling