+16.3%
PLD vs GNRC
-58.2%
+74.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.7% |
| 7D | -0.7% | +3.2% | -3.8% | -1.3% |
| 30D | -2.2% | -9.5% | +7.3% | -0.5% |
| 3M | -7.4% | -28.5% | +21.2% | -2.3% |
| 6M | +1.9% | -10.0% | +11.9% | +1.6% |
| YTD | +7.9% | +36.7% | -28.8% | -2.5% |
| 1Y | +25.1% | +2.6% | +22.5% | +19.5% |
| 3Y | +21.9% | +61.9% | -40.0% | +2.2% |
| 5Y | +16.3% | -59.0% | +75.3% | +12.7% |
| All | +16.3% | -58.2% | +74.5% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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