+249.9%
PLD vs PSX
+377.2%
-127.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.2% |
| 7D | -0.7% | +1.8% | -2.5% | -1.1% |
| 30D | -2.2% | +21.6% | -23.9% | -6.7% |
| 3M | -7.4% | +46.5% | -53.8% | -15.6% |
| 6M | +1.9% | +62.0% | -60.1% | -9.9% |
| YTD | +7.9% | +106.3% | -98.4% | -10.3% |
| 1Y | +25.1% | +103.0% | -77.9% | +4.1% |
| 3Y | +21.9% | +135.5% | -113.7% | -3.4% |
| 5Y | +16.3% | +368.5% | -352.2% | -23.8% |
| 10Y | +249.9% | +386.6% | -136.7% | +99.3% |
| All | +249.9% | +377.2% | -127.3% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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