+256.8%
PLD vs GAP
+20.3%
+236.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.5% | -0.7% | +2.3% |
| 7D | +0.7% | 0.0% | +0.6% | +0.6% |
| 30D | +0.8% | -4.3% | +5.1% | +1.4% |
| 3M | -6.1% | +9.4% | -15.5% | -7.9% |
| 6M | -8.0% | -3.3% | -4.7% | -8.4% |
| YTD | +4.7% | -10.5% | +15.2% | +5.0% |
| 1Y | +7.2% | -2.4% | +9.6% | +5.9% |
| 3Y | +39.2% | +80.1% | -40.9% | +19.3% |
| 5Y | +1.9% | +6.5% | -4.6% | -9.7% |
| 10Y | +256.8% | +14.6% | +242.2% | +150.6% |
| All | +256.8% | +20.3% | +236.5% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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