+156.8%
PLD vs SE
+363.8%
-206.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +1.3% | -0.5% | +1.8% | +1.4% |
| 30D | -1.4% | -20.9% | +19.6% | +1.4% |
| 3M | -8.2% | -38.9% | +30.7% | -2.5% |
| 6M | -8.0% | -19.4% | +11.4% | -6.3% |
| YTD | +3.2% | -40.9% | +44.1% | +8.6% |
| 1Y | +7.0% | -46.2% | +53.2% | +13.9% |
| 3Y | +38.3% | +63.7% | -25.4% | +22.9% |
| 5Y | +0.2% | -77.9% | +78.1% | +9.0% |
| All | +156.8% | +363.8% | -206.9% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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