+240.3%
PLD vs LOW
+224.9%
+15.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.7% |
| 7D | -0.9% | +0.4% | -1.2% | -1.1% |
| 30D | -1.2% | -10.1% | +8.9% | +3.7% |
| 3M | -2.3% | -2.9% | +0.5% | -1.6% |
| 6M | +4.5% | -19.4% | +23.9% | +14.6% |
| YTD | +10.1% | -15.4% | +25.6% | +17.6% |
| 1Y | +25.9% | -24.9% | +50.8% | +41.9% |
| 3Y | +24.4% | -7.8% | +32.2% | +26.6% |
| 5Y | +15.5% | +8.4% | +7.1% | +8.0% |
| 10Y | +240.3% | +226.8% | +13.5% | +119.4% |
| All | +240.3% | +224.9% | +15.4% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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