+49.2%
PLD vs QS
-53.6%
+102.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.8% | -3.9% | +2.5% |
| 7D | +0.7% | +13.7% | -13.0% | 0.0% |
| 30D | +0.8% | -0.2% | +1.0% | +0.7% |
| 3M | -6.1% | -24.8% | +18.7% | -5.0% |
| 6M | -8.0% | -39.4% | +31.4% | -6.4% |
| YTD | +4.7% | -56.1% | +60.8% | +7.9% |
| 1Y | +7.2% | -72.5% | +79.7% | +13.0% |
| 3Y | +39.2% | -16.3% | +55.5% | +33.3% |
| 5Y | +1.9% | -87.6% | +89.5% | -0.9% |
| All | +49.2% | -53.6% | +102.8% | +49.9% |
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