+6.2%
PLD vs BTI
+15.3%
-9.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | -1.0% | -3.0% | +2.0% | -0.3% |
| 30D | -1.8% | +9.8% | -11.6% | -4.0% |
| 3M | -6.0% | +9.2% | -15.2% | -8.0% |
| 6M | -8.4% | +4.0% | -12.4% | -9.5% |
| YTD | +4.2% | +12.7% | -8.4% | -0.1% |
| 1Y | +6.2% | +15.9% | -9.7% | +0.9% |
| All | +6.2% | +15.3% | -9.1% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling