+39.2%
PLD vs ED
+47.4%
-8.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +3.0% | +2.9% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +0.8% | +11.6% | -10.8% | -2.2% |
| 3M | -6.1% | +10.5% | -16.7% | -8.7% |
| 6M | -8.0% | +13.2% | -21.2% | -11.2% |
| YTD | +4.7% | +22.1% | -17.5% | -1.2% |
| 1Y | +7.2% | +24.2% | -16.9% | +0.7% |
| 3Y | +39.2% | +46.9% | -7.7% | +14.3% |
| All | +39.2% | +47.4% | -8.2% | +14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling