+15.2%
PLD vs EW
-25.6%
+40.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | -2.4% | +1.0% | -3.5% | -2.8% |
| 3M | -3.8% | +2.8% | -6.6% | -4.8% |
| 6M | 0.0% | +5.5% | -5.5% | -2.0% |
| YTD | +9.2% | +5.5% | +3.8% | +6.8% |
| 1Y | +25.9% | +11.0% | +14.9% | +20.9% |
| 3Y | +21.3% | +17.7% | +3.6% | +8.5% |
| All | +15.2% | -25.6% | +40.8% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling