+1.5%
PLD vs D
+14.9%
-13.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.1% |
| 7D | +0.4% | +6.9% | -6.5% | -2.9% |
| 30D | -0.1% | +12.3% | -12.4% | -5.8% |
| 3M | -7.9% | +3.0% | -11.0% | -9.4% |
| 6M | -7.0% | +12.8% | -19.7% | -12.9% |
| YTD | +3.1% | +22.6% | -19.5% | -7.7% |
| 1Y | +7.1% | +21.7% | -14.6% | -3.9% |
| 3Y | +32.9% | +83.9% | -51.0% | -7.2% |
| 5Y | +1.5% | +14.0% | -12.4% | +0.5% |
| All | +1.5% | +14.9% | -13.4% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling