+1,643.3%
PLD vs PCG
-7.9%
+1,651.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -2.0% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -0.1% | +5.8% | -5.9% | -1.0% |
| 3M | -7.9% | -22.8% | +14.8% | -4.9% |
| 6M | -7.0% | -18.4% | +11.5% | -4.8% |
| YTD | +3.1% | -16.9% | +19.9% | +5.1% |
| 1Y | +7.1% | -17.6% | +24.7% | +9.3% |
| 3Y | +32.9% | -20.0% | +52.9% | +35.8% |
| 5Y | +1.5% | +16.0% | -14.5% | -1.7% |
| 10Y | +245.9% | -76.7% | +322.6% | +265.6% |
| All | +1,643.3% | -7.9% | +1,651.2% | +1,381.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 all: compounded portfolio wealth divided by compounded PCG 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…
all analysis · Full analysis span regression · 6 months rolling