+243.5%
PLD vs BNY
+416.3%
-172.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.2% | -1.3% | +0.2% | -0.7% |
| 30D | -3.5% | -0.2% | -3.4% | -3.5% |
| 3M | -7.1% | +14.9% | -22.0% | -12.2% |
| 6M | +2.6% | +40.0% | -37.4% | -10.4% |
| YTD | +8.0% | +42.0% | -34.0% | -6.5% |
| 1Y | +22.1% | +56.9% | -34.8% | +1.5% |
| 3Y | +22.3% | +289.9% | -267.6% | -28.8% |
| 5Y | +17.3% | +259.2% | -241.9% | -31.3% |
| All | +243.5% | +416.3% | -172.8% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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