+267.4%
PLD vs EMB
+31.5%
+235.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | +0.8% | +0.5% | +0.3% | +0.2% |
| 30D | +0.5% | +0.9% | -0.4% | -0.7% |
| 3M | -5.5% | -2.1% | -3.4% | -2.8% |
| 6M | -8.3% | -2.2% | -6.1% | -5.6% |
| YTD | +4.3% | -0.6% | +4.9% | +5.2% |
| 1Y | +7.4% | +0.2% | +7.2% | +7.2% |
| 3Y | +37.1% | +29.5% | +7.5% | -0.9% |
| 5Y | +1.3% | +8.0% | -6.7% | -7.4% |
| 10Y | +267.4% | +35.3% | +232.1% | +175.4% |
| All | +267.4% | +31.5% | +235.9% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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