-0.7%
PLD vs DOW
-28.2%
+27.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +1.3% | +5.2% | -3.9% | 0.0% |
| 30D | -1.4% | +13.2% | -14.6% | -4.7% |
| 3M | -8.2% | +10.1% | -18.2% | -10.9% |
| 6M | -8.0% | -13.1% | +5.1% | -5.0% |
| YTD | +3.2% | +46.1% | -43.0% | -13.7% |
| 1Y | +7.0% | +50.0% | -43.0% | -11.7% |
| 3Y | +38.3% | -20.2% | +58.5% | +45.5% |
| All | -0.7% | -28.2% | +27.5% | +12.0% |
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