+256.8%
PLD vs EWT
+418.9%
-162.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.2% | -4.4% | -0.5% |
| 7D | +0.7% | -5.0% | +5.7% | +2.6% |
| 30D | +0.8% | -16.3% | +17.1% | +9.0% |
| 3M | -6.1% | -7.2% | +1.1% | -3.8% |
| 6M | -8.0% | -0.5% | -7.5% | -11.3% |
| YTD | +4.7% | +50.6% | -45.9% | -21.0% |
| 1Y | +7.2% | +54.8% | -47.6% | -20.6% |
| 3Y | +39.2% | +155.5% | -116.2% | -26.7% |
| 5Y | +1.9% | +116.4% | -114.5% | -41.1% |
| 10Y | +256.8% | +421.4% | -164.7% | +18.5% |
| All | +256.8% | +418.9% | -162.1% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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