+15.2%
PLD vs EWZ
+54.7%
-39.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -2.4% | +6.5% | -8.9% | -4.1% |
| 30D | -2.4% | +4.8% | -7.3% | -3.8% |
| 3M | -3.8% | +9.9% | -13.7% | -6.5% |
| 6M | 0.0% | +1.9% | -1.9% | -0.9% |
| YTD | +9.2% | +20.3% | -11.1% | +3.0% |
| 1Y | +25.9% | +35.6% | -9.7% | +14.4% |
| 3Y | +21.3% | +43.4% | -22.1% | +7.4% |
| All | +15.2% | +54.7% | -39.5% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling