+24.4%
PLD vs SIRI
-23.5%
+47.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.9% | +4.3% | -5.1% | -1.6% |
| 30D | -1.2% | -2.8% | +1.6% | -0.8% |
| 3M | -2.3% | +5.9% | -8.2% | -3.4% |
| 6M | +4.5% | +31.9% | -27.4% | -0.5% |
| YTD | +10.1% | +48.7% | -38.5% | +2.6% |
| 1Y | +25.9% | +23.2% | +2.7% | +20.7% |
| 3Y | +24.4% | -23.9% | +48.3% | +26.0% |
| All | +24.4% | -23.5% | +47.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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