+231.7%
PLD vs ED
+129.3%
+102.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | +0.1% |
| 7D | -0.8% | +1.6% | -2.4% | -1.8% |
| 30D | -0.3% | +13.3% | -13.6% | -7.3% |
| 3M | -8.0% | +9.7% | -17.7% | -13.0% |
| 6M | -9.8% | +12.8% | -22.6% | -16.3% |
| YTD | +1.8% | +22.3% | -20.5% | -10.3% |
| 1Y | +5.6% | +26.3% | -20.7% | -8.8% |
| 3Y | +33.3% | +45.0% | -11.8% | +2.5% |
| 5Y | +0.3% | +80.2% | -79.9% | -33.2% |
| All | +231.7% | +129.3% | +102.4% | +88.5% |
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