-0.7%
PLD vs PSA
+30.3%
-31.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.6% |
| 7D | -0.8% | +3.9% | -4.7% | -3.6% |
| 30D | -0.3% | +19.7% | -19.9% | -12.8% |
| 3M | -8.0% | +4.3% | -12.3% | -11.1% |
| 6M | -9.8% | +11.4% | -21.2% | -17.3% |
| YTD | +1.8% | +33.9% | -32.2% | -19.6% |
| 1Y | +5.6% | +28.3% | -22.7% | -13.9% |
| 3Y | +33.3% | +53.5% | -20.2% | -8.6% |
| All | -0.7% | +30.3% | -31.0% | -21.4% |
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