+267.4%
PLD vs SPG
+117.2%
+150.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.6% |
| 7D | +0.8% | +5.6% | -4.8% | -1.0% |
| 30D | +0.5% | +17.6% | -17.1% | -4.9% |
| 3M | -5.5% | +7.5% | -13.0% | -7.8% |
| 6M | -8.3% | +18.5% | -26.9% | -13.5% |
| YTD | +4.3% | +30.9% | -26.6% | -4.8% |
| 1Y | +7.4% | +34.1% | -26.7% | -2.7% |
| 3Y | +37.1% | +135.5% | -98.5% | +4.7% |
| 5Y | +1.3% | +86.5% | -85.2% | -18.6% |
| 10Y | +267.4% | +116.1% | +151.3% | +235.5% |
| All | +267.4% | +117.2% | +150.2% | +235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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