+1,498.8%
PLD vs SBAC
+2,207.9%
-709.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | -0.8% | +1.2% | -2.0% | -1.0% |
| 30D | -0.3% | +11.2% | -11.4% | -2.4% |
| 3M | -8.0% | +4.5% | -12.5% | -9.0% |
| 6M | -9.8% | -12.2% | +2.4% | -8.1% |
| YTD | +1.8% | -0.1% | +1.9% | +0.7% |
| 1Y | +5.6% | -0.3% | +5.9% | +4.4% |
| 3Y | +33.3% | -8.7% | +42.0% | +33.3% |
| 5Y | +0.3% | -40.2% | +40.4% | +8.4% |
| 10Y | +241.6% | +97.3% | +144.3% | +206.1% |
| All | +1,498.8% | +2,207.9% | -709.1% | +967.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling