+15.2%
PLD vs RF
+89.8%
-74.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -2.4% | +1.3% | -3.7% | -2.9% |
| 30D | -2.4% | -3.6% | +1.2% | -1.1% |
| 3M | -3.8% | +8.1% | -11.9% | -6.8% |
| 6M | 0.0% | +11.5% | -11.4% | -4.3% |
| YTD | +9.2% | +15.6% | -6.3% | +2.8% |
| 1Y | +25.9% | +15.7% | +10.2% | +18.1% |
| 3Y | +21.3% | +86.9% | -65.6% | -6.4% |
| All | +15.2% | +89.8% | -74.6% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling