+231.7%
PLD vs BUD
-9.0%
+240.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.7% |
| 7D | -0.8% | +4.5% | -5.3% | -2.4% |
| 30D | -0.3% | +12.5% | -12.8% | -4.5% |
| 3M | -8.0% | 0.0% | -8.0% | -8.3% |
| 6M | -9.8% | +3.8% | -13.6% | -11.5% |
| YTD | +1.8% | +33.1% | -31.3% | -8.9% |
| 1Y | +5.6% | +35.5% | -29.9% | -6.2% |
| 3Y | +33.3% | +49.4% | -16.1% | +13.0% |
| 5Y | +0.3% | +48.0% | -47.8% | -16.1% |
| All | +231.7% | -9.0% | +240.7% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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