+1.2%
PLD vs EMB
+7.9%
-6.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -1.0% | -0.4% | -0.6% | -0.4% |
| 30D | -1.8% | +1.1% | -2.9% | -3.3% |
| 3M | -6.0% | -2.0% | -4.0% | -3.4% |
| 6M | -8.4% | -1.9% | -6.4% | -6.0% |
| YTD | +4.2% | -0.5% | +4.7% | +5.0% |
| 1Y | +6.2% | +0.1% | +6.1% | +6.2% |
| 3Y | +37.0% | +29.7% | +7.3% | -1.0% |
| 5Y | +1.2% | +8.1% | -6.9% | -7.8% |
| All | +1.2% | +7.9% | -6.7% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling