+44.9%
PLD vs DOCN
+70.4%
-25.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.9% | +13.7% | -0.5% |
| 7D | +0.4% | -29.3% | +29.7% | +3.8% |
| 30D | -0.1% | -46.0% | +45.9% | +5.9% |
| 3M | -7.9% | -43.2% | +35.2% | -3.5% |
| 6M | -7.0% | -53.7% | +46.8% | -1.4% |
| YTD | +3.1% | +46.9% | -43.9% | -7.7% |
| 1Y | +7.1% | +54.3% | -47.3% | -5.0% |
| 3Y | +32.9% | +185.5% | -152.7% | +4.4% |
| 5Y | +1.5% | -31.1% | +32.6% | -16.8% |
| All | +44.9% | +70.4% | -25.5% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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