+15.5%
PLD vs QSR
+46.1%
-30.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.8% |
| 7D | -0.9% | +0.1% | -0.9% | -0.9% |
| 30D | -1.2% | +5.9% | -7.1% | -3.7% |
| 3M | -2.3% | +10.5% | -12.8% | -6.7% |
| 6M | +4.5% | +7.7% | -3.2% | +0.5% |
| YTD | +10.1% | +16.8% | -6.6% | +1.8% |
| 1Y | +25.9% | +30.9% | -5.0% | +10.1% |
| 3Y | +24.4% | +28.2% | -3.8% | +6.8% |
| 5Y | +15.5% | +45.0% | -29.5% | -16.2% |
| All | +15.5% | +46.1% | -30.6% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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