-0.7%
PLD vs BN
+31.1%
-31.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.9% |
| 7D | +1.3% | -1.0% | +2.3% | +1.8% |
| 30D | -1.4% | +14.0% | -15.3% | -7.5% |
| 3M | -8.2% | -9.0% | +0.9% | -4.3% |
| 6M | -8.0% | -8.8% | +0.8% | -4.5% |
| YTD | +3.2% | -10.3% | +13.4% | +6.8% |
| 1Y | +7.0% | -5.8% | +12.8% | +8.0% |
| 3Y | +38.3% | +94.8% | -56.5% | -8.4% |
| All | -0.7% | +31.1% | -31.8% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling