+236.9%
PLD vs BP
+123.0%
+113.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.9% |
| 7D | -2.4% | +3.9% | -6.3% | -3.3% |
| 30D | -2.4% | +7.6% | -10.0% | -4.3% |
| 3M | -3.8% | +0.7% | -4.5% | -4.3% |
| 6M | 0.0% | +15.5% | -15.5% | -4.4% |
| YTD | +9.2% | +30.8% | -21.6% | +0.8% |
| 1Y | +25.9% | +34.3% | -8.4% | +15.2% |
| 3Y | +21.3% | +35.1% | -13.7% | +9.4% |
| 5Y | +14.1% | +126.8% | -112.7% | -11.8% |
| All | +236.9% | +123.0% | +113.9% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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