+267.4%
PLD vs DRI
+343.2%
-75.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.2% |
| 7D | +0.8% | +4.2% | -3.4% | -0.3% |
| 30D | +0.5% | +15.7% | -15.2% | -3.5% |
| 3M | -5.5% | +5.8% | -11.3% | -7.2% |
| 6M | -8.3% | +18.4% | -26.8% | -12.9% |
| YTD | +4.3% | +28.2% | -23.9% | -3.3% |
| 1Y | +7.4% | +35.9% | -28.5% | -2.1% |
| 3Y | +37.1% | +67.7% | -30.7% | +17.0% |
| 5Y | +1.3% | +77.9% | -76.6% | -15.6% |
| 10Y | +267.4% | +338.7% | -71.3% | +153.4% |
| All | +267.4% | +343.2% | -75.8% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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