+257.2%
PLD vs RF
+223.4%
+33.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | +1.3% | +1.9% | -0.6% | +0.7% |
| 30D | -1.4% | +7.3% | -8.7% | -3.5% |
| 3M | -8.2% | -7.9% | -0.2% | -5.9% |
| 6M | -8.0% | +10.5% | -18.5% | -11.0% |
| YTD | +3.2% | +9.6% | -6.5% | -0.2% |
| 1Y | +7.0% | +20.3% | -13.3% | +0.5% |
| 3Y | +38.3% | +119.5% | -81.2% | +7.7% |
| 5Y | +0.2% | +48.2% | -48.0% | -14.8% |
| All | +257.2% | +223.4% | +33.8% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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