+231.7%
PLD vs D
+42.6%
+189.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.4% |
| 7D | -0.8% | +3.0% | -3.8% | -2.5% |
| 30D | -0.3% | +11.5% | -11.8% | -6.5% |
| 3M | -8.0% | +3.7% | -11.8% | -10.2% |
| 6M | -9.8% | +13.5% | -23.3% | -16.8% |
| YTD | +1.8% | +20.7% | -18.9% | -9.7% |
| 1Y | +5.6% | +18.2% | -12.6% | -5.3% |
| 3Y | +33.3% | +73.3% | -40.0% | -7.4% |
| 5Y | +0.3% | +12.3% | -12.0% | -9.0% |
| All | +231.7% | +42.6% | +189.1% | +160.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling