+234.3%
PLD vs ED
+101.3%
+133.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.1% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | -2.4% | -0.1% | -2.3% | -2.4% |
| 3M | -3.8% | +3.9% | -7.7% | -6.2% |
| 6M | 0.0% | -3.0% | +3.1% | +1.4% |
| YTD | +9.2% | +10.7% | -1.5% | +2.1% |
| 1Y | +25.9% | +13.3% | +12.6% | +15.6% |
| 3Y | +21.3% | +34.5% | -13.2% | -3.0% |
| 5Y | +14.1% | +67.1% | -53.0% | -21.3% |
| All | +234.3% | +101.3% | +133.0% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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