+1.2%
PLD vs SE
-78.1%
+79.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.3% |
| 7D | -1.0% | -7.7% | +6.7% | -0.2% |
| 30D | -1.8% | -22.8% | +21.0% | +0.8% |
| 3M | -6.0% | -43.7% | +37.7% | -0.2% |
| 6M | -8.4% | -12.8% | +4.5% | -7.9% |
| YTD | +4.2% | -42.0% | +46.2% | +9.3% |
| 1Y | +6.2% | -48.0% | +54.2% | +12.6% |
| 3Y | +37.0% | +62.7% | -25.7% | +23.6% |
| 5Y | +1.2% | -77.8% | +79.0% | -4.0% |
| All | +1.2% | -78.1% | +79.3% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling