+1,747.8%
PLD vs RF
+153.0%
+1,594.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.2% |
| 3M | -3.8% | +8.1% | -11.9% | -6.7% |
| 6M | 0.0% | +11.5% | -11.4% | -4.2% |
| YTD | +9.2% | +15.6% | -6.3% | +3.1% |
| 1Y | +25.9% | +15.7% | +10.2% | +18.4% |
| 3Y | +21.3% | +86.9% | -65.6% | -5.6% |
| 5Y | +14.1% | +89.8% | -75.7% | -14.4% |
| 10Y | +237.9% | +344.7% | -106.8% | +61.9% |
| All | +1,747.8% | +153.0% | +1,594.8% | +604.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling