+1,643.3%
PLD vs DRI
+6,507.8%
-4,864.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | +0.4% | +3.7% | -3.3% | -1.0% |
| 30D | -0.1% | +13.5% | -13.6% | -4.9% |
| 3M | -7.9% | +10.4% | -18.3% | -11.8% |
| 6M | -7.0% | +19.5% | -26.4% | -13.8% |
| YTD | +3.1% | +28.2% | -25.2% | -7.6% |
| 1Y | +7.1% | +31.0% | -23.9% | -4.9% |
| 3Y | +32.9% | +67.1% | -34.2% | +5.6% |
| 5Y | +1.5% | +74.7% | -73.1% | -21.9% |
| 10Y | +245.9% | +376.2% | -130.3% | +49.3% |
| All | +1,643.3% | +6,507.8% | -4,864.5% | +271.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling