+1,390.5%
PLD vs BRKR
+172.5%
+1,218.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.2% | -8.7% | +7.5% | +0.6% |
| 30D | -3.5% | -9.9% | +6.3% | -1.8% |
| 3M | -7.1% | -3.1% | -4.0% | -7.6% |
| 6M | +2.6% | +45.5% | -42.9% | -6.7% |
| YTD | +8.0% | +13.7% | -5.7% | +2.6% |
| 1Y | +22.1% | +67.4% | -45.4% | +6.7% |
| 3Y | +22.3% | -13.2% | +35.5% | +18.1% |
| 5Y | +17.3% | -39.5% | +56.8% | +20.1% |
| 10Y | +250.1% | +153.5% | +96.6% | +168.1% |
| All | +1,390.5% | +172.5% | +1,218.0% | +792.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling