+1.5%
PLD vs S
-69.2%
+70.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.8% | +6.7% | -1.1% |
| 7D | +0.4% | -16.7% | +17.1% | +2.4% |
| 30D | -0.1% | -17.0% | +16.9% | +1.8% |
| 3M | -7.9% | +2.0% | -9.9% | -8.8% |
| 6M | -7.0% | +35.1% | -42.0% | -11.3% |
| YTD | +3.1% | +42.8% | -39.7% | -3.1% |
| 1Y | +7.1% | +27.7% | -20.6% | +1.9% |
| 3Y | +32.9% | +33.0% | -0.1% | +22.7% |
| 5Y | +1.5% | -68.0% | +69.5% | -2.6% |
| All | +1.5% | -69.2% | +70.7% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling