+37.1%
PLD vs ESI
+78.7%
-41.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +0.8% | -6.6% | +7.4% | +2.3% |
| 30D | +0.5% | -9.8% | +10.3% | +2.6% |
| 3M | -5.5% | -11.9% | +6.4% | -3.2% |
| 6M | -8.3% | -25.1% | +16.8% | -3.3% |
| YTD | +4.3% | +31.9% | -27.6% | -11.8% |
| 1Y | +7.4% | +19.2% | -11.8% | -5.6% |
| 3Y | +37.1% | +76.2% | -39.1% | -12.2% |
| All | +37.1% | +78.7% | -41.6% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling