+15.2%
PLD vs BUD
+46.3%
-31.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | -2.4% | -5.7% | +3.2% | -0.4% |
| 3M | -3.8% | +3.1% | -6.9% | -5.1% |
| 6M | 0.0% | +7.9% | -7.9% | -3.3% |
| YTD | +9.2% | +27.3% | -18.1% | -1.0% |
| 1Y | +25.9% | +37.8% | -11.9% | +10.4% |
| 3Y | +21.3% | +49.8% | -28.5% | +1.5% |
| All | +15.2% | +46.3% | -31.1% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling