+1.2%
PLD vs GEN
+35.2%
-34.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | -0.5% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | -1.8% | +31.2% | -33.0% | -7.7% |
| 3M | -6.0% | +6.1% | -12.1% | -7.8% |
| 6M | -8.4% | +38.1% | -46.5% | -16.3% |
| YTD | +4.2% | +14.4% | -10.1% | -0.2% |
| 1Y | +6.2% | +15.1% | -8.9% | +1.4% |
| 3Y | +37.0% | +68.5% | -31.5% | +15.6% |
| 5Y | +1.2% | +35.8% | -34.6% | -13.2% |
| All | +1.2% | +35.2% | -34.0% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling