+240.3%
PLD vs GIS
-18.7%
+258.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | -0.9% | -8.3% | +7.4% | +2.3% |
| 30D | -1.2% | +2.2% | -3.4% | -2.2% |
| 3M | -2.3% | +15.7% | -18.0% | -8.1% |
| 6M | +4.5% | -12.0% | +16.5% | +8.8% |
| YTD | +10.1% | -15.0% | +25.1% | +15.7% |
| 1Y | +25.9% | -20.1% | +46.0% | +35.2% |
| 3Y | +24.4% | -34.6% | +59.0% | +42.8% |
| 5Y | +15.5% | -22.8% | +38.3% | +20.9% |
| 10Y | +240.3% | -18.5% | +258.8% | +268.5% |
| All | +240.3% | -18.7% | +258.9% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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