+1,643.3%
PLD vs ED
+1,079.8%
+563.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.1% | -2.7% |
| 7D | +0.4% | +5.2% | -4.7% | -2.7% |
| 30D | -0.1% | +15.5% | -15.6% | -8.9% |
| 3M | -7.9% | +13.0% | -21.0% | -15.0% |
| 6M | -7.0% | +13.1% | -20.1% | -14.3% |
| YTD | +3.1% | +25.3% | -22.2% | -11.4% |
| 1Y | +7.1% | +30.5% | -23.5% | -10.4% |
| 3Y | +32.9% | +49.3% | -16.4% | -0.7% |
| 5Y | +1.5% | +84.6% | -83.0% | -34.3% |
| 10Y | +245.9% | +135.4% | +110.5% | +85.4% |
| All | +1,643.3% | +1,079.8% | +563.5% | +395.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling