+15.2%
PLD vs DE
+92.1%
-76.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.4% | +10.0% | -12.4% | -5.2% |
| 30D | -2.4% | +13.3% | -15.8% | -6.2% |
| 3M | -3.8% | +17.5% | -21.3% | -8.9% |
| 6M | 0.0% | +13.6% | -13.5% | -4.6% |
| YTD | +9.2% | +49.8% | -40.6% | -5.5% |
| 1Y | +25.9% | +47.9% | -22.0% | +9.1% |
| 3Y | +21.3% | +72.5% | -51.2% | -1.1% |
| All | +15.2% | +92.1% | -76.9% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling