+272.2%
PLD vs PAAS
+183.5%
+88.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | -1.0% | -5.2% | +4.2% | -0.4% |
| 30D | -1.8% | -13.9% | +12.1% | -0.3% |
| 3M | -6.0% | -23.8% | +17.7% | -3.6% |
| 6M | -8.4% | -36.4% | +28.0% | -4.4% |
| YTD | +4.2% | -23.4% | +27.6% | +5.6% |
| 1Y | +6.2% | +5.6% | +0.6% | +3.3% |
| 3Y | +37.0% | +209.7% | -172.7% | +14.2% |
| 5Y | +1.2% | +55.6% | -54.4% | -11.0% |
| 10Y | +272.2% | +212.2% | +60.0% | +201.9% |
| All | +272.2% | +183.5% | +88.7% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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