+231.7%
PLD vs LII
+162.0%
+69.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.7% | -0.5% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -0.3% | -4.6% | +4.3% | +1.0% |
| 3M | -8.0% | -21.2% | +13.2% | -0.3% |
| 6M | -9.8% | -36.4% | +26.6% | +4.0% |
| YTD | +1.8% | -28.9% | +30.7% | +11.0% |
| 1Y | +5.6% | -29.5% | +35.1% | +15.3% |
| 3Y | +33.3% | -8.6% | +41.8% | +25.9% |
| 5Y | +0.3% | +20.2% | -19.9% | -18.5% |
| All | +231.7% | +162.0% | +69.7% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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