+138.6%
PLD vs DOW
-15.4%
+154.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -0.9% | -2.9% | +2.1% | 0.0% |
| 30D | -1.2% | +2.0% | -3.2% | -2.1% |
| 3M | -2.3% | -12.5% | +10.2% | +1.0% |
| 6M | +4.5% | -9.2% | +13.7% | +4.7% |
| YTD | +10.1% | +30.8% | -20.6% | -3.7% |
| 1Y | +25.9% | +29.4% | -3.5% | +9.4% |
| 3Y | +24.4% | -34.6% | +59.0% | +35.4% |
| 5Y | +15.5% | -35.9% | +51.4% | +25.0% |
| All | +138.6% | -15.4% | +154.0% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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