+39.2%
PLD vs BP
+48.5%
-9.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +0.7% | -6.9% | +7.6% | +2.1% |
| 30D | +0.8% | -3.6% | +4.4% | +1.3% |
| 3M | -6.1% | +8.4% | -14.5% | -8.3% |
| 6M | -8.0% | +5.3% | -13.4% | -9.9% |
| YTD | +4.7% | +33.2% | -28.5% | -6.3% |
| 1Y | +7.2% | +28.2% | -21.0% | -2.8% |
| 3Y | +39.2% | +49.2% | -10.0% | +15.7% |
| All | +39.2% | +48.5% | -9.3% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling