+380.7%
PLD vs BTG
+392.0%
-11.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.6% |
| 7D | -2.4% | -0.9% | -1.5% | -2.4% |
| 30D | -2.4% | +36.8% | -39.3% | -5.1% |
| 3M | -3.8% | +23.1% | -26.9% | -5.8% |
| 6M | 0.0% | +3.5% | -3.4% | -0.9% |
| YTD | +9.2% | +25.5% | -16.3% | +6.2% |
| 1Y | +25.9% | +40.1% | -14.2% | +20.9% |
| 3Y | +21.3% | +101.1% | -79.8% | +11.8% |
| 5Y | +14.1% | +70.6% | -56.5% | +5.6% |
| 10Y | +237.9% | +152.1% | +85.7% | +193.4% |
| All | +380.7% | +392.0% | -11.4% | +210.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling