+231.7%
PLD vs GEN
+157.3%
+74.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.7% |
| 7D | -0.8% | +2.3% | -3.1% | -1.2% |
| 30D | -0.3% | +33.1% | -33.3% | -5.8% |
| 3M | -8.0% | +6.5% | -14.5% | -9.8% |
| 6M | -9.8% | +53.8% | -63.6% | -18.4% |
| YTD | +1.8% | +11.2% | -9.4% | -1.9% |
| 1Y | +5.6% | +19.4% | -13.8% | +0.2% |
| 3Y | +33.3% | +81.0% | -47.8% | +15.3% |
| 5Y | +0.3% | +33.4% | -33.2% | -9.5% |
| All | +231.7% | +157.3% | +74.4% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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