+57.0%
PLD vs QS
-43.2%
+100.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | -0.9% | +2.2% | -3.1% | -1.0% |
| 30D | -1.2% | -8.1% | +6.9% | -0.8% |
| 3M | -2.3% | -27.0% | +24.7% | -1.1% |
| 6M | +4.5% | -16.4% | +21.0% | +4.7% |
| YTD | +10.1% | -46.4% | +56.5% | +12.6% |
| 1Y | +25.9% | -41.1% | +67.0% | +27.2% |
| 3Y | +24.4% | -18.6% | +43.0% | +19.2% |
| 5Y | +15.5% | -73.0% | +88.5% | +11.2% |
| All | +57.0% | -43.2% | +100.3% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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