+1.5%
PLD vs DOC
-22.1%
+23.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +0.4% | +6.2% | -5.8% | -3.4% |
| 30D | -0.1% | +6.5% | -6.6% | -4.2% |
| 3M | -7.9% | -6.2% | -1.7% | -4.5% |
| 6M | -7.0% | +25.6% | -32.5% | -21.2% |
| YTD | +3.1% | +32.1% | -29.0% | -16.5% |
| 1Y | +7.1% | +20.3% | -13.2% | -7.4% |
| 3Y | +32.9% | +42.7% | -9.9% | -1.3% |
| 5Y | +1.5% | -22.2% | +23.7% | +23.8% |
| All | +1.5% | -22.1% | +23.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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