+231.7%
PLD vs EW
+236.3%
-4.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.7% |
| 7D | -0.8% | +11.0% | -11.8% | -4.1% |
| 30D | -0.3% | +19.1% | -19.3% | -5.8% |
| 3M | -8.0% | +14.4% | -22.4% | -12.2% |
| 6M | -9.8% | +22.8% | -32.6% | -16.1% |
| YTD | +1.8% | +19.8% | -18.0% | -4.9% |
| 1Y | +5.6% | +23.9% | -18.3% | -2.6% |
| 3Y | +33.3% | +52.2% | -19.0% | +8.9% |
| 5Y | +0.3% | -13.9% | +14.2% | -1.3% |
| All | +231.7% | +236.3% | -4.7% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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