+15.5%
PLD vs EOSE
-68.2%
+83.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.8% | -10.0% | +0.4% |
| 7D | -0.9% | +41.4% | -42.3% | -2.5% |
| 30D | -1.2% | +3.6% | -4.8% | -1.6% |
| 3M | -2.3% | -35.7% | +33.4% | -1.0% |
| 6M | +4.5% | -29.9% | +34.4% | +4.6% |
| YTD | +10.1% | -62.5% | +72.6% | +12.3% |
| 1Y | +25.9% | -37.4% | +63.3% | +23.6% |
| 3Y | +24.4% | +55.8% | -31.4% | +8.3% |
| 5Y | +15.5% | -67.8% | +83.3% | -3.6% |
| All | +15.5% | -68.2% | +83.7% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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