+231.7%
PLD vs EL
+56.3%
+175.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.9% |
| 7D | -0.8% | +0.8% | -1.6% | -1.1% |
| 30D | -0.3% | +16.5% | -16.8% | -4.9% |
| 3M | -8.0% | +29.2% | -37.2% | -15.5% |
| 6M | -9.8% | +27.9% | -37.7% | -17.3% |
| YTD | +1.8% | +6.2% | -4.4% | -3.3% |
| 1Y | +5.6% | +27.2% | -21.6% | -5.7% |
| 3Y | +33.3% | +3.2% | +30.0% | +19.0% |
| 5Y | +0.3% | -66.0% | +66.3% | +33.2% |
| All | +231.7% | +56.3% | +175.4% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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