+234.3%
PLD vs GEN
+158.5%
+75.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | -0.3% |
| 7D | -2.4% | -1.2% | -1.2% | -2.2% |
| 30D | -2.4% | +10.1% | -12.6% | -4.4% |
| 3M | -3.8% | +16.1% | -19.9% | -6.9% |
| 6M | 0.0% | +38.9% | -38.8% | -7.2% |
| YTD | +9.2% | +14.4% | -5.2% | +5.3% |
| 1Y | +25.9% | +5.9% | +20.0% | +23.3% |
| 3Y | +21.3% | +58.8% | -37.5% | +8.2% |
| 5Y | +14.1% | +24.7% | -10.5% | +4.7% |
| All | +234.3% | +158.5% | +75.8% | +162.2% |
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