+70.6%
PLD vs OPEN
-70.7%
+141.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.8% |
| 7D | -2.4% | -4.3% | +1.9% | -2.1% |
| 30D | -2.4% | -16.2% | +13.8% | -1.3% |
| 3M | -3.8% | -36.4% | +32.6% | -1.2% |
| 6M | 0.0% | -35.5% | +35.5% | +2.2% |
| YTD | +9.2% | -46.0% | +55.2% | +12.5% |
| 1Y | +25.9% | -47.1% | +73.1% | +25.8% |
| 3Y | +21.3% | -19.0% | +40.3% | +6.6% |
| 5Y | +14.1% | -83.6% | +97.7% | -2.1% |
| All | +70.6% | -70.7% | +141.3% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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