+15.2%
PLD vs GD
+97.9%
-82.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | +0.1% |
| 7D | -2.4% | -5.3% | +2.9% | 0.0% |
| 30D | -2.4% | -6.4% | +4.0% | +0.4% |
| 3M | -3.8% | +5.7% | -9.5% | -6.6% |
| 6M | 0.0% | -0.9% | +1.0% | 0.0% |
| YTD | +9.2% | +8.2% | +1.1% | +4.1% |
| 1Y | +25.9% | +13.4% | +12.5% | +16.8% |
| 3Y | +21.3% | +68.5% | -47.2% | -11.5% |
| All | +15.2% | +97.9% | -82.7% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling