+0.1%
PLD vs EXE
+74.7%
-74.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | 0.0% | +3.6% | -3.6% | -0.6% |
| 30D | -3.7% | -4.3% | +0.6% | -3.1% |
| 3M | -7.9% | -7.7% | -0.3% | -6.8% |
| 6M | -9.2% | -7.2% | -2.0% | -8.4% |
| YTD | +3.1% | -18.5% | +21.6% | +6.0% |
| 1Y | +6.2% | -24.4% | +30.6% | +10.7% |
| 3Y | +35.4% | +21.6% | +13.8% | +27.6% |
| 5Y | +0.1% | +77.3% | -77.2% | -8.4% |
| All | +0.1% | +74.7% | -74.6% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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