+1.3%
PLD vs BP
+101.9%
-100.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | -6.3% | +7.1% | +2.1% |
| 30D | +0.5% | -3.6% | +4.1% | +1.0% |
| 3M | -5.5% | +5.2% | -10.7% | -6.8% |
| 6M | -8.3% | +5.3% | -13.6% | -10.0% |
| YTD | +4.3% | +33.1% | -28.8% | -4.1% |
| 1Y | +7.4% | +26.3% | -18.9% | 0.0% |
| 3Y | +37.1% | +47.5% | -10.5% | +20.8% |
| 5Y | +1.3% | +106.2% | -104.8% | -16.6% |
| All | +1.3% | +101.9% | -100.6% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling