+267.4%
PLD vs ED
+136.7%
+130.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.8% |
| 7D | +0.8% | +2.1% | -1.3% | -0.4% |
| 30D | +0.5% | +12.4% | -12.0% | -6.2% |
| 3M | -5.5% | +13.1% | -18.6% | -12.2% |
| 6M | -8.3% | +14.1% | -22.4% | -15.4% |
| YTD | +4.3% | +23.1% | -18.8% | -8.3% |
| 1Y | +7.4% | +25.4% | -18.0% | -6.8% |
| 3Y | +37.1% | +47.9% | -10.8% | +4.3% |
| 5Y | +1.3% | +81.9% | -80.5% | -32.7% |
| 10Y | +267.4% | +141.3% | +126.1% | +110.7% |
| All | +267.4% | +136.7% | +130.7% | +110.7% |
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