+1,747.8%
PLD vs GIS
+403.6%
+1,344.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.7% | +0.4% |
| 7D | -2.4% | -7.8% | +5.5% | +1.3% |
| 30D | -2.4% | +6.6% | -9.0% | -5.5% |
| 3M | -3.8% | +21.0% | -24.8% | -12.7% |
| 6M | 0.0% | -9.1% | +9.1% | +3.4% |
| YTD | +9.2% | -13.6% | +22.9% | +15.1% |
| 1Y | +25.9% | -18.0% | +43.9% | +35.5% |
| 3Y | +21.3% | -33.7% | +55.0% | +42.1% |
| 5Y | +14.1% | -19.4% | +33.6% | +18.7% |
| 10Y | +237.9% | -21.3% | +259.1% | +243.2% |
| All | +1,747.8% | +403.6% | +1,344.2% | +894.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling