+236.9%
PLD vs P
+732.0%
-495.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.9% |
| 7D | -2.4% | +6.5% | -8.9% | -3.2% |
| 30D | -2.4% | +18.8% | -21.3% | -5.2% |
| 3M | -3.8% | +26.7% | -30.5% | -7.9% |
| 6M | 0.0% | +62.2% | -62.2% | -8.5% |
| YTD | +9.2% | +48.5% | -39.3% | +0.5% |
| 1Y | +25.9% | +26.4% | -0.5% | +17.1% |
| 3Y | +21.3% | +159.4% | -138.1% | -6.1% |
| 5Y | +14.1% | +275.8% | -261.7% | -19.9% |
| All | +236.9% | +732.0% | -495.1% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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