+16.2%
PLD vs OSCR
+89.4%
-73.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -1.1% |
| 7D | -2.8% | +1.1% | -3.9% | -2.9% |
| 30D | -3.6% | +16.5% | -20.1% | -4.9% |
| 3M | -7.1% | +17.0% | -24.1% | -8.6% |
| 6M | +0.2% | +145.0% | -144.7% | -7.6% |
| YTD | +6.9% | +126.7% | -119.8% | -1.2% |
| 1Y | +25.0% | +67.2% | -42.2% | +17.6% |
| 3Y | +20.8% | +405.1% | -384.4% | -2.3% |
| 5Y | +16.2% | +86.2% | -70.0% | -8.1% |
| All | +16.2% | +89.4% | -73.2% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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