+249.9%
PLD vs PBR
+648.5%
-398.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | -0.7% | +0.3% | -1.0% | -0.7% |
| 30D | -2.2% | +17.5% | -19.8% | -4.6% |
| 3M | -7.4% | +20.9% | -28.3% | -10.1% |
| 6M | +1.9% | +20.2% | -18.3% | -1.4% |
| YTD | +7.9% | +84.3% | -76.4% | -2.4% |
| 1Y | +25.1% | +77.1% | -52.0% | +13.6% |
| 3Y | +21.9% | +100.8% | -78.9% | +7.5% |
| 5Y | +16.3% | +556.1% | -539.8% | -17.7% |
| 10Y | +249.9% | +676.1% | -426.2% | +116.1% |
| All | +249.9% | +648.5% | -398.6% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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