+2.9%
PLD vs BURL
-10.9%
+13.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.7% | -5.9% | +0.2% |
| 7D | +4.9% | +10.4% | -5.5% | +2.8% |
| 30D | +2.6% | -4.9% | +7.5% | +3.5% |
| 3M | -4.8% | -29.8% | +25.0% | +1.8% |
| 6M | -3.9% | -16.5% | +12.6% | -1.3% |
| YTD | +5.3% | -10.5% | +15.9% | +6.4% |
| 1Y | +9.3% | -5.3% | +14.6% | +8.6% |
| 3Y | +35.8% | +95.1% | -59.3% | +14.3% |
| 5Y | +2.9% | -12.1% | +15.0% | -6.1% |
| All | +2.9% | -10.9% | +13.9% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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