+267.4%
PLD vs P
+691.2%
-423.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +0.8% | -13.3% | +14.1% | +2.5% |
| 30D | +0.5% | -34.0% | +34.5% | +5.7% |
| 3M | -5.5% | +4.1% | -9.6% | -7.2% |
| 6M | -8.3% | +30.5% | -38.8% | -14.1% |
| YTD | +4.3% | +52.2% | -47.9% | -5.4% |
| 1Y | +7.4% | +10.3% | -2.9% | +1.4% |
| 3Y | +37.1% | +180.9% | -143.8% | +3.2% |
| 5Y | +1.3% | +259.7% | -258.4% | -29.3% |
| 10Y | +267.4% | +652.6% | -385.2% | +113.9% |
| All | +267.4% | +691.2% | -423.7% | +113.9% |
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