+24.4%
PLD vs PBR
+98.1%
-73.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.4% |
| 7D | -0.9% | +2.5% | -3.3% | -1.2% |
| 30D | -1.2% | +19.4% | -20.6% | -3.6% |
| 3M | -2.3% | +20.8% | -23.1% | -5.1% |
| 6M | +4.5% | +23.5% | -19.0% | +0.3% |
| YTD | +10.1% | +83.4% | -73.3% | -2.5% |
| 1Y | +25.9% | +77.6% | -51.7% | +11.9% |
| 3Y | +24.4% | +99.9% | -75.4% | +2.9% |
| All | +24.4% | +98.1% | -73.7% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling