+243.5%
PLD vs BLK
+283.5%
-40.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.2% |
| 7D | -1.2% | -3.3% | +2.1% | +0.6% |
| 30D | -3.5% | -6.5% | +3.0% | -0.2% |
| 3M | -7.1% | +6.7% | -13.9% | -10.7% |
| 6M | +2.6% | +14.7% | -12.2% | -5.5% |
| YTD | +8.0% | +2.5% | +5.4% | +4.9% |
| 1Y | +22.1% | -2.8% | +24.8% | +21.6% |
| 3Y | +22.3% | +65.9% | -43.6% | -9.5% |
| 5Y | +17.3% | +33.0% | -15.6% | -5.1% |
| All | +243.5% | +283.5% | -40.0% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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