+153.4%
PLD vs SE
+366.0%
-212.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -0.8% | +2.0% | -2.8% | -1.1% |
| 30D | -0.3% | -20.0% | +19.7% | +2.4% |
| 3M | -8.0% | -31.8% | +23.7% | -3.9% |
| 6M | -9.8% | -15.9% | +6.1% | -8.8% |
| YTD | +1.8% | -40.6% | +42.4% | +7.1% |
| 1Y | +5.6% | -50.7% | +56.3% | +13.7% |
| 3Y | +33.3% | +70.3% | -37.0% | +17.7% |
| 5Y | +0.3% | -78.8% | +79.1% | +9.9% |
| All | +153.4% | +366.0% | -212.6% | +73.2% |
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