+240.1%
PLD vs EQT
+52.9%
+187.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.8% | -1.2% | -1.7% | -2.7% |
| 30D | -3.6% | +1.1% | -4.7% | -3.8% |
| 3M | -7.1% | +4.8% | -11.9% | -7.7% |
| 6M | +0.2% | -10.6% | +10.8% | +1.2% |
| YTD | +6.9% | +3.4% | +3.5% | +6.1% |
| 1Y | +25.0% | +8.7% | +16.4% | +23.3% |
| 3Y | +20.8% | +35.0% | -14.2% | +15.2% |
| 5Y | +16.2% | +204.2% | -188.1% | +1.6% |
| All | +240.1% | +52.9% | +187.3% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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