+234.3%
PLD vs SBAC
+78.4%
+155.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.0% |
| 30D | -2.4% | +6.9% | -9.4% | -5.8% |
| 3M | -3.8% | -8.2% | +4.4% | -0.3% |
| 6M | 0.0% | -1.6% | +1.7% | -1.9% |
| YTD | +9.2% | -0.1% | +9.4% | +5.7% |
| 1Y | +25.9% | -0.5% | +26.4% | +21.7% |
| 3Y | +21.3% | -9.1% | +30.4% | +19.4% |
| 5Y | +14.1% | -43.8% | +57.9% | +48.9% |
| All | +234.3% | +78.4% | +155.8% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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