+257.2%
PLD vs ED
+147.1%
+110.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | +1.3% | +2.1% | -0.7% | +0.2% |
| 30D | -1.4% | +10.4% | -11.8% | -6.9% |
| 3M | -8.2% | +12.5% | -20.7% | -14.4% |
| 6M | -8.0% | +14.9% | -22.9% | -15.5% |
| YTD | +3.2% | +24.8% | -21.7% | -10.1% |
| 1Y | +7.0% | +23.8% | -16.8% | -6.4% |
| 3Y | +38.3% | +51.6% | -13.4% | +3.6% |
| 5Y | +0.2% | +86.4% | -86.2% | -34.5% |
| All | +257.2% | +147.1% | +110.1% | +101.9% |
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