+23.8%
PLD vs S
+16.9%
+6.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -2.4% | -7.7% | +5.3% | -1.5% |
| 30D | -2.4% | -5.3% | +2.9% | -2.1% |
| 3M | -3.8% | +20.3% | -24.1% | -6.5% |
| 6M | 0.0% | +47.4% | -47.3% | -6.2% |
| YTD | +9.2% | +32.5% | -23.3% | +3.8% |
| 1Y | +25.9% | +9.5% | +16.4% | +22.9% |
| All | +23.8% | +16.9% | +6.9% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling