+18.1%
PLD vs SIRI
-41.5%
+59.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | -1.2% | +0.6% | -1.7% | -1.2% |
| 30D | -3.5% | +2.5% | -6.0% | -4.0% |
| 3M | -7.1% | +6.6% | -13.7% | -8.2% |
| 6M | +2.6% | +32.9% | -30.3% | -2.1% |
| YTD | +8.0% | +50.5% | -42.5% | +1.0% |
| 1Y | +22.1% | +28.0% | -5.9% | +16.7% |
| 3Y | +22.3% | -22.4% | +44.7% | +21.9% |
| All | +18.1% | -41.5% | +59.6% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling