+231.7%
PLD vs GRMN
+668.8%
-437.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.8% | +4.7% | -5.5% | -2.7% |
| 30D | -0.3% | +3.4% | -3.7% | -1.9% |
| 3M | -8.0% | -5.0% | -3.0% | -6.5% |
| 6M | -9.8% | +18.6% | -28.4% | -17.4% |
| YTD | +1.8% | +42.5% | -40.7% | -14.9% |
| 1Y | +5.6% | +42.3% | -36.7% | -11.8% |
| 3Y | +33.3% | +158.5% | -125.2% | -21.0% |
| 5Y | +0.3% | +123.6% | -123.3% | -37.7% |
| All | +231.7% | +668.8% | -437.1% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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