+16.3%
PLD vs MKTX
-61.3%
+77.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -0.7% | +0.3% | -0.9% | -0.7% |
| 30D | -2.2% | +1.0% | -3.2% | -2.4% |
| 3M | -7.4% | +40.8% | -48.2% | -13.7% |
| 6M | +1.9% | -10.9% | +12.8% | +4.2% |
| YTD | +7.9% | -8.6% | +16.5% | +9.5% |
| 1Y | +25.1% | -11.6% | +36.6% | +27.7% |
| 3Y | +21.9% | -24.5% | +46.4% | +25.1% |
| 5Y | +16.3% | -60.7% | +77.0% | +24.6% |
| All | +16.3% | -61.3% | +77.6% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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