+257.2%
PLD vs ESI
+318.1%
-60.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +1.3% | +5.5% | -4.2% | -0.2% |
| 30D | -1.4% | -7.8% | +6.4% | +0.5% |
| 3M | -8.2% | -15.0% | +6.9% | -4.5% |
| 6M | -8.0% | -24.9% | +16.9% | -2.2% |
| YTD | +3.2% | +33.2% | -30.1% | -10.2% |
| 1Y | +7.0% | +24.9% | -17.9% | -5.1% |
| 3Y | +38.3% | +77.8% | -39.5% | +7.3% |
| 5Y | +0.2% | +37.1% | -37.0% | -17.7% |
| All | +257.2% | +318.1% | -60.8% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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