+1,747.8%
PLD vs BN
+7,272.6%
-5,524.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.6% |
| 7D | -2.4% | -2.5% | +0.1% | -1.0% |
| 30D | -2.4% | -9.5% | +7.1% | +3.2% |
| 3M | -3.8% | -10.4% | +6.6% | +2.1% |
| 6M | 0.0% | -6.4% | +6.4% | +2.9% |
| YTD | +9.2% | -11.9% | +21.1% | +15.4% |
| 1Y | +25.9% | -8.6% | +34.5% | +29.4% |
| 3Y | +21.3% | +77.6% | -56.3% | -18.2% |
| 5Y | +14.1% | +37.0% | -22.9% | -13.4% |
| 10Y | +237.9% | +266.4% | -28.5% | +30.9% |
| All | +1,747.8% | +7,272.6% | -5,524.7% | +204.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling