+267.4%
PLD vs GEN
+151.0%
+116.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +0.8% | +1.0% | -0.2% | +0.6% |
| 30D | +0.5% | +29.1% | -28.6% | -4.5% |
| 3M | -5.5% | +2.9% | -8.4% | -6.6% |
| 6M | -8.3% | +33.6% | -41.9% | -14.5% |
| YTD | +4.3% | +12.0% | -7.7% | +0.4% |
| 1Y | +7.4% | +16.2% | -8.7% | +2.6% |
| 3Y | +37.1% | +65.1% | -28.0% | +20.8% |
| 5Y | +1.3% | +33.3% | -32.0% | -8.5% |
| 10Y | +267.4% | +149.7% | +117.7% | +197.0% |
| All | +267.4% | +151.0% | +116.4% | +197.0% |
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