+272.2%
PLD vs BN
+281.2%
-9.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | -1.0% | -2.4% | +1.4% | +0.1% |
| 30D | -1.8% | +13.5% | -15.4% | -7.9% |
| 3M | -6.0% | -5.9% | -0.1% | -3.6% |
| 6M | -8.4% | -8.9% | +0.6% | -4.8% |
| YTD | +4.2% | -7.9% | +12.1% | +6.7% |
| 1Y | +6.2% | -8.3% | +14.5% | +8.6% |
| 3Y | +37.0% | +100.8% | -63.8% | -8.0% |
| 5Y | +1.2% | +38.2% | -37.0% | -20.5% |
| 10Y | +272.2% | +302.3% | -30.1% | +70.1% |
| All | +272.2% | +281.2% | -9.0% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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