+231.7%
PLD vs SO
+177.2%
+54.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -0.6% |
| 7D | -0.8% | -1.5% | +0.7% | +0.1% |
| 30D | -0.3% | +8.1% | -8.3% | -5.2% |
| 3M | -8.0% | +0.2% | -8.2% | -8.4% |
| 6M | -9.8% | +0.4% | -10.2% | -10.4% |
| YTD | +1.8% | +8.5% | -6.7% | -4.2% |
| 1Y | +5.6% | +4.9% | +0.7% | +1.4% |
| 3Y | +33.3% | +47.9% | -14.6% | -0.2% |
| 5Y | +0.3% | +75.7% | -75.4% | -33.4% |
| All | +231.7% | +177.2% | +54.5% | +69.3% |
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