+16.2%
PLD vs EQX
+73.3%
-57.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.1% | -0.5% |
| 7D | -2.8% | -7.0% | +4.2% | -2.3% |
| 30D | -3.6% | +4.8% | -8.5% | -4.2% |
| 3M | -7.1% | +25.6% | -32.8% | -9.3% |
| 6M | +0.2% | -25.8% | +26.1% | +2.2% |
| YTD | +6.9% | -12.7% | +19.6% | +6.8% |
| 1Y | +25.0% | +14.1% | +11.0% | +21.2% |
| 3Y | +20.8% | +165.7% | -145.0% | +3.5% |
| 5Y | +16.2% | +81.2% | -65.0% | -0.6% |
| All | +16.2% | +73.3% | -57.1% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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