+1,084.6%
PLD vs BUD
+219.3%
+865.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -4.0% | -2.9% |
| 7D | +0.4% | +7.1% | -6.7% | -2.6% |
| 30D | -0.1% | +12.7% | -12.8% | -5.4% |
| 3M | -7.9% | 0.0% | -8.0% | -8.4% |
| 6M | -7.0% | +7.6% | -14.5% | -10.6% |
| YTD | +3.1% | +35.0% | -32.0% | -10.8% |
| 1Y | +7.1% | +37.6% | -30.5% | -8.2% |
| 3Y | +32.9% | +51.5% | -18.6% | +7.3% |
| 5Y | +1.5% | +50.2% | -48.7% | -19.4% |
| 10Y | +245.9% | -7.2% | +253.1% | +219.1% |
| All | +1,084.6% | +219.3% | +865.3% | +347.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling