+28.9%
PLD vs PL
+28.1%
+0.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.4% | -11.6% | -2.0% |
| 7D | -0.8% | -6.8% | +6.0% | -0.4% |
| 30D | -0.3% | -29.3% | +29.0% | +2.1% |
| 3M | -8.0% | -44.8% | +36.7% | -4.2% |
| 6M | -9.8% | -68.4% | +58.6% | -2.9% |
| YTD | +1.8% | -36.4% | +38.1% | +1.4% |
| 1Y | +5.6% | +0.7% | +4.9% | -0.1% |
| 3Y | +33.3% | +455.3% | -422.0% | -2.6% |
| 5Y | +0.3% | +22.7% | -22.4% | -21.1% |
| All | +28.9% | +28.1% | +0.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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