+15.5%
PLD vs BR
+9.8%
+5.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +2.0% |
| 7D | -0.9% | -5.9% | +5.1% | +1.9% |
| 30D | -1.2% | +1.9% | -3.1% | -2.3% |
| 3M | -2.3% | +14.7% | -17.0% | -9.4% |
| 6M | +4.5% | -12.8% | +17.3% | +11.3% |
| YTD | +10.1% | -23.0% | +33.2% | +25.6% |
| 1Y | +25.9% | -31.7% | +57.6% | +54.6% |
| 3Y | +24.4% | -4.8% | +29.2% | +21.1% |
| 5Y | +15.5% | +7.8% | +7.6% | -4.9% |
| All | +15.5% | +9.8% | +5.6% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling