+16.1%
PLD vs SN
+681.9%
-665.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.3% |
| 7D | +0.7% | +7.6% | -6.9% | -0.6% |
| 30D | +0.8% | +24.1% | -23.3% | -2.9% |
| 3M | -6.1% | +23.7% | -29.8% | -9.7% |
| 6M | -8.0% | +105.5% | -113.5% | -19.6% |
| YTD | +4.7% | +105.1% | -100.4% | -9.0% |
| 1Y | +7.2% | +148.3% | -141.1% | -10.3% |
| 3Y | +39.2% | +438.7% | -399.4% | +4.2% |
| All | +16.1% | +681.9% | -665.8% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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