+7.8%
PLD vs DOW
+43.1%
-35.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +2.8% |
| 7D | +0.7% | -9.4% | +10.1% | +0.2% |
| 30D | +0.8% | +8.9% | -8.1% | +1.2% |
| 3M | -6.1% | +6.7% | -12.9% | -5.8% |
| 6M | -8.0% | -14.2% | +6.2% | -8.4% |
| YTD | +4.7% | +36.9% | -32.3% | -3.2% |
| All | +7.8% | +43.1% | -35.3% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling