+243.5%
PLD vs BRKR
+155.3%
+88.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -1.2% | -8.7% | +7.5% | +1.2% |
| 30D | -3.5% | -9.9% | +6.3% | -1.1% |
| 3M | -7.1% | -3.1% | -4.0% | -8.0% |
| 6M | +2.6% | +45.5% | -42.9% | -10.8% |
| YTD | +8.0% | +13.7% | -5.7% | 0.0% |
| 1Y | +22.1% | +67.4% | -45.4% | -0.5% |
| 3Y | +22.3% | -13.2% | +35.5% | +15.7% |
| 5Y | +17.3% | -39.5% | +56.8% | +22.1% |
| All | +243.5% | +155.3% | +88.2% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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