+15.2%
PLD vs EMB
+7.4%
+7.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -2.4% | -0.3% | -2.1% | -2.0% |
| 3M | -3.8% | -0.4% | -3.4% | -3.3% |
| 6M | 0.0% | +0.1% | -0.1% | -0.1% |
| YTD | +9.2% | +1.6% | +7.6% | +7.0% |
| 1Y | +25.9% | +5.6% | +20.3% | +17.1% |
| 3Y | +21.3% | +29.8% | -8.5% | -12.2% |
| All | +15.2% | +7.4% | +7.9% | -2.4% |
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 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