+1,747.8%
PLD vs D
+1,088.4%
+659.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -2.4% | +1.5% | -3.8% | -3.2% |
| 30D | -2.4% | -2.6% | +0.2% | -0.9% |
| 3M | -3.8% | 0.0% | -3.8% | -4.0% |
| 6M | 0.0% | +7.4% | -7.3% | -4.8% |
| YTD | +9.2% | +15.9% | -6.6% | -0.7% |
| 1Y | +25.9% | +18.1% | +7.8% | +12.8% |
| 3Y | +21.3% | +58.4% | -37.1% | -11.2% |
| 5Y | +14.1% | +5.2% | +8.9% | +6.2% |
| 10Y | +237.9% | +35.9% | +202.0% | +163.0% |
| All | +1,747.8% | +1,088.4% | +659.4% | +630.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling