+7.8%
PLD vs BUD
+37.1%
-29.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.5% |
| 7D | +0.7% | +1.3% | -0.6% | +0.3% |
| 30D | +0.8% | +10.0% | -9.2% | -1.8% |
| 3M | -6.1% | +1.6% | -7.7% | -6.6% |
| 6M | -8.0% | +6.5% | -14.5% | -10.1% |
| YTD | +4.7% | +34.8% | -30.2% | -7.2% |
| All | +7.8% | +37.1% | -29.3% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling