+15.2%
PLD vs DLR
+33.9%
-18.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | -2.4% | +1.6% | -4.0% | -3.2% |
| 30D | -2.4% | -3.4% | +0.9% | -0.9% |
| 3M | -3.8% | +0.5% | -4.3% | -4.8% |
| 6M | 0.0% | +4.6% | -4.5% | -3.1% |
| YTD | +9.2% | +23.4% | -14.2% | -3.5% |
| 1Y | +25.9% | +19.0% | +6.9% | +12.7% |
| 3Y | +21.3% | +56.5% | -35.2% | -10.8% |
| All | +15.2% | +33.9% | -18.6% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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