+272.2%
PLD vs BTI
+124.3%
+147.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.2% |
| 7D | -1.0% | -3.0% | +2.0% | 0.0% |
| 30D | -1.8% | +9.8% | -11.6% | -4.9% |
| 3M | -6.0% | +9.2% | -15.2% | -9.0% |
| 6M | -8.4% | +4.0% | -12.4% | -10.1% |
| YTD | +4.2% | +12.7% | -8.4% | -0.8% |
| 1Y | +6.2% | +15.9% | -9.7% | +0.1% |
| 3Y | +37.0% | +148.9% | -112.0% | -3.3% |
| 5Y | +1.2% | +152.8% | -151.6% | -29.6% |
| 10Y | +272.2% | +124.2% | +148.0% | +153.5% |
| All | +272.2% | +124.3% | +147.9% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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