-0.7%
PLD vs ED
+80.7%
-81.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -0.1% |
| 7D | -0.8% | +1.6% | -2.4% | -1.6% |
| 30D | -0.3% | +13.3% | -13.6% | -6.1% |
| 3M | -8.0% | +9.7% | -17.7% | -12.1% |
| 6M | -9.8% | +12.8% | -22.6% | -15.1% |
| YTD | +1.8% | +22.3% | -20.5% | -8.4% |
| 1Y | +5.6% | +26.3% | -20.7% | -6.7% |
| 3Y | +33.3% | +45.0% | -11.8% | +4.2% |
| All | -0.7% | +80.7% | -81.3% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling