+59.0%
PLD vs OPEN
-87.0%
+146.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | +0.3% |
| 7D | -0.8% | -22.2% | +21.4% | +0.7% |
| 30D | -0.3% | -38.3% | +38.1% | +2.6% |
| 3M | -8.0% | -59.4% | +51.3% | -2.7% |
| 6M | -9.8% | -74.4% | +64.6% | -2.1% |
| YTD | +1.8% | -76.0% | +77.8% | +10.3% |
| 1Y | +5.6% | -78.7% | +84.3% | +14.7% |
| 3Y | +33.3% | -30.0% | +63.3% | +17.1% |
| 5Y | +0.3% | -93.7% | +94.0% | -9.1% |
| All | +59.0% | -87.0% | +146.0% | +37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling