+1.3%
PLD vs BUD
+51.3%
-49.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.8% |
| 7D | +0.8% | +6.0% | -5.2% | -1.4% |
| 30D | +0.5% | +11.3% | -10.8% | -3.6% |
| 3M | -5.5% | +3.6% | -9.1% | -7.0% |
| 6M | -8.3% | +7.7% | -16.0% | -11.4% |
| YTD | +4.3% | +36.4% | -32.1% | -8.5% |
| 1Y | +7.4% | +37.8% | -30.4% | -6.3% |
| 3Y | +37.1% | +51.2% | -14.2% | +13.2% |
| 5Y | +1.3% | +53.4% | -52.1% | -19.8% |
| All | +1.3% | +51.3% | -49.9% | -19.8% |
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