+231.7%
PLD vs BWA
+84.4%
+147.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.9% |
| 7D | -0.8% | -5.5% | +4.7% | +0.6% |
| 30D | -0.3% | -21.7% | +21.5% | +6.1% |
| 3M | -8.0% | -25.6% | +17.6% | -1.1% |
| 6M | -9.8% | -17.4% | +7.6% | -6.5% |
| YTD | +1.8% | +9.2% | -7.4% | -3.8% |
| 1Y | +5.6% | +9.7% | -4.1% | -0.5% |
| 3Y | +33.3% | +54.6% | -21.4% | +12.0% |
| 5Y | +0.3% | +26.8% | -26.5% | -13.5% |
| All | +231.7% | +84.4% | +147.3% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling