+267.4%
PLD vs BTG
+144.7%
+122.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | +0.3% |
| 7D | +0.8% | +13.0% | -12.2% | -0.4% |
| 30D | +0.5% | +1.1% | -0.7% | +0.2% |
| 3M | -5.5% | +5.3% | -10.8% | -6.2% |
| 6M | -8.3% | +1.1% | -9.4% | -9.1% |
| YTD | +4.3% | +19.2% | -14.9% | +1.1% |
| 1Y | +7.4% | +31.5% | -24.0% | +3.0% |
| 3Y | +37.1% | +94.3% | -57.2% | +24.3% |
| 5Y | +1.3% | +41.8% | -40.5% | -6.7% |
| 10Y | +267.4% | +162.9% | +104.5% | +224.7% |
| All | +267.4% | +144.7% | +122.7% | +224.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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