+257.2%
PLD vs SO
+197.2%
+60.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.7% |
| 7D | +1.3% | +1.4% | 0.0% | +0.5% |
| 30D | -1.4% | +4.7% | -6.1% | -4.3% |
| 3M | -8.2% | +1.7% | -9.9% | -9.3% |
| 6M | -8.0% | +2.2% | -10.2% | -9.6% |
| YTD | +3.2% | +10.0% | -6.8% | -3.7% |
| 1Y | +7.0% | +6.0% | +1.0% | +2.1% |
| 3Y | +38.3% | +54.1% | -15.8% | +0.9% |
| 5Y | +0.2% | +79.6% | -79.5% | -34.2% |
| All | +257.2% | +197.2% | +60.0% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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