+1,552.2%
PLD vs LII
+2,874.9%
-1,322.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +0.3% |
| 7D | +4.9% | +7.9% | -3.0% | +1.6% |
| 30D | +2.6% | -0.6% | +3.2% | +2.3% |
| 3M | -4.8% | -19.3% | +14.6% | +3.3% |
| 6M | -3.9% | -29.8% | +26.0% | +8.2% |
| YTD | +5.3% | -25.4% | +30.7% | +14.1% |
| 1Y | +9.3% | -26.2% | +35.5% | +18.7% |
| 3Y | +35.8% | -4.5% | +40.3% | +27.9% |
| 5Y | +2.9% | +26.7% | -23.7% | -16.0% |
| 10Y | +253.4% | +179.5% | +74.0% | +94.8% |
| All | +1,552.2% | +2,874.9% | -1,322.7% | +325.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling