+15.2%
PLD vs PSX
+342.7%
-327.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +4.5% | -6.9% | -3.3% |
| 30D | -2.4% | +26.6% | -29.0% | -7.2% |
| 3M | -3.8% | +39.3% | -43.1% | -10.5% |
| 6M | 0.0% | +56.8% | -56.8% | -9.8% |
| YTD | +9.2% | +101.8% | -92.6% | -7.4% |
| 1Y | +25.9% | +99.6% | -73.7% | +6.8% |
| 3Y | +21.3% | +140.3% | -119.0% | -2.3% |
| All | +15.2% | +342.7% | -327.5% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling