+27.2%
PLD vs S
-48.9%
+76.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.0% | -5.2% | +1.9% |
| 7D | +0.7% | +1.6% | -0.9% | +0.5% |
| 30D | +0.8% | -10.5% | +11.3% | +1.8% |
| 3M | -6.1% | +9.9% | -16.0% | -7.7% |
| 6M | -8.0% | +41.8% | -49.8% | -12.6% |
| YTD | +4.7% | +56.8% | -52.1% | -2.4% |
| 1Y | +7.2% | +39.0% | -31.8% | +1.3% |
| 3Y | +39.2% | +53.8% | -14.6% | +26.9% |
| 5Y | +1.9% | -68.6% | +70.5% | -0.5% |
| All | +27.2% | -48.9% | +76.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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