+235.8%
PLD vs RF
+280.8%
-44.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.5% |
| 7D | +0.4% | -1.6% | +2.0% | +0.9% |
| 30D | -0.1% | +5.0% | -5.1% | -1.6% |
| 3M | -7.9% | -10.0% | +2.0% | -5.0% |
| 6M | -7.0% | +3.3% | -10.3% | -8.1% |
| YTD | +3.1% | +7.9% | -4.9% | +0.2% |
| 1Y | +7.1% | +21.2% | -14.2% | +0.4% |
| 3Y | +32.9% | +105.8% | -72.9% | +5.9% |
| 5Y | +1.5% | +43.7% | -42.2% | -12.7% |
| All | +235.8% | +280.8% | -44.9% | +138.1% |
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