+257.2%
PLD vs BR
+277.7%
-20.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | +1.3% | +1.1% | +0.3% | +0.8% |
| 30D | -1.4% | +14.4% | -15.7% | -8.0% |
| 3M | -8.2% | +12.4% | -20.6% | -13.8% |
| 6M | -8.0% | +35.4% | -43.5% | -22.6% |
| YTD | +3.2% | -12.2% | +15.3% | +8.4% |
| 1Y | +7.0% | -12.7% | +19.8% | +12.9% |
| 3Y | +38.3% | +14.3% | +24.0% | +23.0% |
| 5Y | +0.2% | +19.3% | -19.1% | -14.7% |
| All | +257.2% | +277.7% | -20.5% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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