+15.2%
PLD vs PSA
+13.6%
+1.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.2% |
| 7D | -2.4% | -3.7% | +1.3% | +0.3% |
| 30D | -2.4% | -7.7% | +5.3% | +3.5% |
| 3M | -3.8% | -0.6% | -3.2% | -3.8% |
| 6M | 0.0% | -0.9% | +0.9% | -0.1% |
| YTD | +9.2% | +18.7% | -9.4% | -5.3% |
| 1Y | +25.9% | +7.6% | +18.3% | +17.2% |
| 3Y | +21.3% | +23.7% | -2.4% | -0.9% |
| All | +15.2% | +13.6% | +1.7% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling