+240.3%
PLD vs EWJ
+137.9%
+102.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.1% |
| 7D | -0.9% | +2.9% | -3.7% | -2.9% |
| 30D | -1.2% | +1.1% | -2.3% | -2.1% |
| 3M | -2.3% | +7.1% | -9.4% | -7.9% |
| 6M | +4.5% | +16.2% | -11.7% | -7.7% |
| YTD | +10.1% | +22.0% | -11.8% | -6.8% |
| 1Y | +25.9% | +26.2% | -0.3% | +3.6% |
| 3Y | +24.4% | +73.5% | -49.0% | -22.4% |
| 5Y | +15.5% | +52.7% | -37.2% | -21.0% |
| 10Y | +240.3% | +138.5% | +101.8% | +48.2% |
| All | +240.3% | +137.9% | +102.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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