+94.7%
PLD vs DT
+76.1%
+18.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.5% |
| 7D | 0.0% | +2.7% | -2.7% | -0.6% |
| 30D | -3.7% | -30.4% | +26.6% | +3.4% |
| 3M | -7.9% | -9.4% | +1.5% | -6.7% |
| 6M | -9.2% | +14.5% | -23.7% | -13.4% |
| YTD | +3.1% | +3.6% | -0.5% | -0.4% |
| 1Y | +6.2% | -3.4% | +9.6% | +4.3% |
| 3Y | +35.4% | -11.1% | +46.5% | +33.1% |
| 5Y | +0.1% | -39.5% | +39.5% | +2.4% |
| All | +94.7% | +76.1% | +18.6% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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