+33.3%
PLD vs SBAC
-10.4%
+43.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.8% |
| 7D | -0.8% | +1.2% | -2.0% | -1.1% |
| 30D | -0.3% | +11.2% | -11.4% | -3.2% |
| 3M | -8.0% | +4.5% | -12.5% | -9.3% |
| 6M | -9.8% | -12.2% | +2.4% | -6.8% |
| YTD | +1.8% | -0.1% | +1.9% | +0.8% |
| 1Y | +5.6% | -0.3% | +5.9% | +4.5% |
| 3Y | +33.3% | -8.7% | +42.0% | +33.9% |
| All | +33.3% | -10.4% | +43.6% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling