+249.9%
PLD vs EWZ
+86.7%
+163.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.6% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -2.2% | +8.2% | -10.4% | -4.6% |
| 3M | -7.4% | +13.3% | -20.7% | -11.0% |
| 6M | +1.9% | +3.6% | -1.7% | +0.5% |
| YTD | +7.9% | +21.0% | -13.1% | +1.2% |
| 1Y | +25.1% | +34.7% | -9.6% | +13.4% |
| 3Y | +21.9% | +48.3% | -26.4% | +6.5% |
| 5Y | +16.3% | +60.1% | -43.8% | -3.0% |
| 10Y | +249.9% | +92.6% | +157.3% | +150.5% |
| All | +249.9% | +86.7% | +163.2% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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