+1,747.8%
PLD vs CI
+1,784.2%
-36.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -2.4% | +1.3% | -3.7% | -2.8% |
| 30D | -2.4% | +4.4% | -6.9% | -4.0% |
| 3M | -3.8% | +0.7% | -4.4% | -4.3% |
| 6M | 0.0% | +0.3% | -0.3% | -0.7% |
| YTD | +9.2% | +3.8% | +5.4% | +6.8% |
| 1Y | +25.9% | -5.5% | +31.4% | +25.7% |
| 3Y | +21.3% | +8.1% | +13.2% | +11.9% |
| 5Y | +14.1% | +42.8% | -28.7% | -6.5% |
| 10Y | +237.9% | +143.9% | +94.0% | +112.0% |
| All | +1,747.8% | +1,784.2% | -36.4% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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