+257.2%
PLD vs ROP
+185.2%
+72.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +1.3% | +0.7% | +0.6% | +1.0% |
| 30D | -1.4% | +28.8% | -30.2% | -13.8% |
| 3M | -8.2% | +21.1% | -29.2% | -17.5% |
| 6M | -8.0% | +52.5% | -60.5% | -27.9% |
| YTD | +3.2% | +8.9% | -5.7% | -3.5% |
| 1Y | +7.0% | +8.2% | -1.2% | +0.5% |
| 3Y | +38.3% | -5.2% | +43.4% | +38.7% |
| 5Y | +0.2% | +1.7% | -1.5% | -4.4% |
| All | +257.2% | +185.2% | +72.0% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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