+39.2%
PLD vs SE
+74.2%
-35.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.6% |
| 7D | +0.7% | +3.3% | -2.6% | +0.5% |
| 30D | +0.8% | -18.2% | +19.0% | +2.0% |
| 3M | -6.1% | -31.3% | +25.2% | -4.1% |
| 6M | -8.0% | -10.1% | +2.1% | -8.0% |
| YTD | +4.7% | -38.9% | +43.5% | +7.1% |
| 1Y | +7.2% | -48.0% | +55.2% | +11.0% |
| 3Y | +39.2% | +78.8% | -39.6% | +44.7% |
| All | +39.2% | +74.2% | -35.0% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling