+61.0%
PLD vs OPEN
-83.3%
+144.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.6% | +7.5% | -1.5% |
| 7D | +0.4% | -5.8% | +6.2% | +0.7% |
| 30D | -0.1% | -21.1% | +21.0% | +1.3% |
| 3M | -7.9% | -52.4% | +44.4% | -3.5% |
| 6M | -7.0% | -65.8% | +58.8% | -0.8% |
| YTD | +3.1% | -69.3% | +72.4% | +10.0% |
| 1Y | +7.1% | -75.2% | +82.3% | +15.3% |
| 3Y | +32.9% | -14.4% | +47.2% | +15.4% |
| 5Y | +1.5% | -92.0% | +93.5% | -9.3% |
| All | +61.0% | -83.3% | +144.3% | +37.3% |
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