+1,643.3%
PLD vs GEN
+2,766.9%
-1,123.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | +0.4% | +8.5% | -8.1% | -1.2% |
| 30D | -0.1% | +34.2% | -34.3% | -5.9% |
| 3M | -7.9% | +10.0% | -17.9% | -10.4% |
| 6M | -7.0% | +56.8% | -63.7% | -16.1% |
| YTD | +3.1% | +14.2% | -11.2% | -1.5% |
| 1Y | +7.1% | +20.8% | -13.7% | +1.2% |
| 3Y | +32.9% | +84.1% | -51.2% | +14.4% |
| 5Y | +1.5% | +37.1% | -35.5% | -8.6% |
| 10Y | +245.9% | +171.5% | +74.4% | +159.2% |
| All | +1,643.3% | +2,766.9% | -1,123.6% | +1,003.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling