+1,621.7%
PLD vs EFX
+1,118.4%
+503.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.2% |
| 7D | -0.8% | +2.7% | -3.5% | -2.1% |
| 30D | -0.3% | +33.1% | -33.4% | -13.7% |
| 3M | -8.0% | +8.2% | -16.2% | -12.7% |
| 6M | -9.8% | +10.2% | -20.0% | -16.3% |
| YTD | +1.8% | -11.8% | +13.6% | +3.3% |
| 1Y | +5.6% | -6.1% | +11.7% | +3.7% |
| 3Y | +33.3% | +7.5% | +25.8% | +17.8% |
| 5Y | +0.3% | -30.7% | +31.0% | +7.0% |
| 10Y | +241.6% | +68.7% | +172.9% | +112.7% |
| All | +1,621.7% | +1,118.4% | +503.4% | +378.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling