+15.2%
PLD vs QS
-75.2%
+90.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -2.4% | -2.3% | -0.1% | -2.2% |
| 30D | -2.4% | -0.7% | -1.7% | -2.5% |
| 3M | -3.8% | -39.6% | +35.9% | -0.2% |
| 6M | 0.0% | -21.7% | +21.7% | +0.9% |
| YTD | +9.2% | -47.4% | +56.6% | +13.8% |
| 1Y | +25.9% | -28.4% | +54.3% | +25.1% |
| 3Y | +21.3% | -22.6% | +43.9% | +10.6% |
| All | +15.2% | -75.2% | +90.5% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling