+231.7%
PLD vs BN
+271.1%
-39.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | -0.8% | +5.3% | -6.1% | -3.4% |
| 30D | -0.3% | +11.9% | -12.2% | -5.7% |
| 3M | -8.0% | -5.7% | -2.3% | -5.7% |
| 6M | -9.8% | -10.6% | +0.8% | -5.5% |
| YTD | +1.8% | -9.4% | +11.1% | +5.0% |
| 1Y | +5.6% | -8.8% | +14.4% | +8.3% |
| 3Y | +33.3% | +95.6% | -62.4% | -9.4% |
| 5Y | +0.3% | +30.2% | -29.9% | -18.9% |
| All | +231.7% | +271.1% | -39.4% | +58.3% |
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