+157.6%
PLD vs OTIS
+93.9%
+63.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.6% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | -1.2% | -4.7% | +3.5% | +1.0% |
| 3M | -2.3% | +1.2% | -3.5% | -3.1% |
| 6M | +4.5% | -20.5% | +25.0% | +15.9% |
| YTD | +10.1% | -18.4% | +28.6% | +20.4% |
| 1Y | +25.9% | -18.1% | +44.0% | +37.2% |
| 3Y | +24.4% | -10.6% | +35.0% | +27.7% |
| 5Y | +15.5% | -16.1% | +31.5% | +19.1% |
| All | +157.6% | +93.9% | +63.7% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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