+15.2%
PLD vs DOW
-37.6%
+52.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.1% |
| 7D | -2.4% | -2.4% | 0.0% | -1.8% |
| 30D | -2.4% | +0.4% | -2.8% | -2.8% |
| 3M | -3.8% | -14.4% | +10.6% | -0.2% |
| 6M | 0.0% | -7.0% | +7.0% | -1.1% |
| YTD | +9.2% | +30.2% | -21.0% | -5.2% |
| 1Y | +25.9% | +29.2% | -3.3% | +8.5% |
| 3Y | +21.3% | -36.7% | +58.0% | +37.5% |
| All | +15.2% | -37.6% | +52.8% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling