+256.8%
PLD vs EFX
+63.8%
+192.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.1% |
| 7D | +0.7% | -2.2% | +2.9% | +1.5% |
| 30D | +0.8% | +29.2% | -28.4% | -9.1% |
| 3M | -6.1% | +3.5% | -9.6% | -8.2% |
| 6M | -8.0% | +7.8% | -15.8% | -12.4% |
| YTD | +4.7% | -12.4% | +17.1% | +6.8% |
| 1Y | +7.2% | -8.2% | +15.4% | +7.2% |
| 3Y | +39.2% | +4.7% | +34.5% | +28.0% |
| 5Y | +1.9% | -32.0% | +33.9% | +8.2% |
| 10Y | +256.8% | +69.1% | +187.7% | +156.6% |
| All | +256.8% | +63.8% | +192.9% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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