+234.3%
PLD vs DRI
+363.5%
-129.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -2.4% | +3.8% | -6.3% | -3.5% |
| 3M | -3.8% | +13.0% | -16.8% | -7.2% |
| 6M | 0.0% | +8.3% | -8.3% | -2.6% |
| YTD | +9.2% | +20.6% | -11.4% | +3.1% |
| 1Y | +25.9% | +6.5% | +19.5% | +22.7% |
| 3Y | +21.3% | +53.7% | -32.4% | +6.3% |
| 5Y | +14.1% | +72.7% | -58.5% | -4.1% |
| All | +234.3% | +363.5% | -129.2% | +124.5% |
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