+267.4%
PLD vs BN
+280.2%
-12.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | +0.8% | +4.3% | -3.5% | -1.3% |
| 30D | +0.5% | +14.3% | -13.8% | -6.0% |
| 3M | -5.5% | -4.1% | -1.4% | -3.9% |
| 6M | -8.3% | -9.7% | +1.3% | -4.4% |
| YTD | +4.3% | -7.1% | +11.4% | +6.3% |
| 1Y | +7.4% | -7.4% | +14.9% | +9.4% |
| 3Y | +37.1% | +102.3% | -65.3% | -8.3% |
| 5Y | +1.3% | +35.9% | -34.6% | -19.8% |
| 10Y | +267.4% | +289.2% | -21.8% | +73.9% |
| All | +267.4% | +280.2% | -12.8% | +73.9% |
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