+37.1%
PLD vs BNS
+148.3%
-111.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | +0.1% |
| 7D | +0.8% | -1.1% | +1.9% | +1.3% |
| 30D | +0.5% | +4.7% | -4.3% | -2.1% |
| 3M | -5.5% | +5.5% | -11.0% | -8.6% |
| 6M | -8.3% | +21.7% | -30.0% | -19.0% |
| YTD | +4.3% | +29.5% | -25.2% | -11.4% |
| 1Y | +7.4% | +41.9% | -34.5% | -13.9% |
| 3Y | +37.1% | +148.5% | -111.4% | -25.4% |
| All | +37.1% | +148.3% | -111.3% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling