+257.2%
PLD vs DE
+762.0%
-504.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | +1.3% | +0.3% | +1.1% | +1.3% |
| 30D | -1.4% | +3.6% | -4.9% | -2.5% |
| 3M | -8.2% | +10.2% | -18.4% | -11.5% |
| 6M | -8.0% | +16.6% | -24.6% | -13.6% |
| YTD | +3.2% | +45.8% | -42.7% | -11.3% |
| 1Y | +7.0% | +43.9% | -36.9% | -7.6% |
| 3Y | +38.3% | +89.6% | -51.3% | +7.2% |
| 5Y | +0.2% | +100.3% | -100.1% | -25.7% |
| All | +257.2% | +762.0% | -504.8% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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