-0.7%
PLD vs EXC
+41.2%
-41.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.7% | -0.3% |
| 7D | -0.8% | -1.2% | +0.4% | -0.3% |
| 30D | -0.3% | +10.0% | -10.2% | -4.7% |
| 3M | -8.0% | +1.6% | -9.6% | -8.9% |
| 6M | -9.8% | +3.3% | -13.1% | -11.5% |
| YTD | +1.8% | +7.6% | -5.8% | -2.8% |
| 1Y | +5.6% | +3.5% | +2.1% | +2.8% |
| 3Y | +33.3% | +27.7% | +5.6% | +13.3% |
| All | -0.7% | +41.2% | -41.9% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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