+469.4%
PLD vs EXPE
+769.8%
-300.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.7% | +11.6% | +2.2% |
| 7D | +0.4% | -3.6% | +4.0% | +1.0% |
| 30D | -0.1% | +4.8% | -4.9% | -2.5% |
| 3M | -7.9% | -14.6% | +6.7% | -4.6% |
| 6M | -7.0% | +10.0% | -16.9% | -12.1% |
| YTD | +3.1% | -3.3% | +6.3% | -0.8% |
| 1Y | +7.1% | +28.4% | -21.3% | -7.3% |
| 3Y | +32.9% | +145.1% | -112.2% | -12.7% |
| 5Y | +1.5% | +51.6% | -50.1% | -26.4% |
| 10Y | +245.9% | +128.8% | +117.0% | +78.0% |
| All | +469.4% | +769.8% | -300.5% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 all: compounded portfolio wealth divided by compounded EXPE 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…
all analysis · Full analysis span regression · 6 months rolling