-0.7%
PLD vs EW
-7.9%
+7.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.3% |
| 7D | +1.3% | +4.9% | -3.6% | 0.0% |
| 30D | -1.4% | +23.9% | -25.3% | -7.3% |
| 3M | -8.2% | +15.8% | -23.9% | -12.1% |
| 6M | -8.0% | +31.7% | -39.7% | -15.5% |
| YTD | +3.2% | +25.7% | -22.5% | -4.3% |
| 1Y | +7.0% | +24.4% | -17.4% | -0.5% |
| 3Y | +38.3% | +65.9% | -27.6% | +9.3% |
| All | -0.7% | -7.9% | +7.2% | -2.4% |
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