+235.8%
PLD vs GD
+192.5%
+43.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.1% |
| 7D | +0.4% | -3.9% | +4.3% | +2.2% |
| 30D | -0.1% | +8.1% | -8.2% | -3.7% |
| 3M | -7.9% | -6.8% | -1.2% | -5.2% |
| 6M | -7.0% | +3.0% | -10.0% | -8.8% |
| YTD | +3.1% | +7.8% | -4.7% | -1.8% |
| 1Y | +7.1% | +5.8% | +1.3% | +2.8% |
| 3Y | +32.9% | +55.3% | -22.4% | +4.2% |
| 5Y | +1.5% | +96.7% | -95.1% | -29.4% |
| All | +235.8% | +192.5% | +43.4% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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