+272.2%
PLD vs SPG
+116.4%
+155.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.0% | +2.7% | -3.7% | -1.9% |
| 30D | -1.8% | +16.6% | -18.4% | -6.9% |
| 3M | -6.0% | +8.1% | -14.1% | -8.5% |
| 6M | -8.4% | +19.3% | -27.7% | -13.7% |
| YTD | +4.2% | +31.1% | -26.8% | -4.9% |
| 1Y | +6.2% | +32.8% | -26.6% | -3.5% |
| 3Y | +37.0% | +135.8% | -98.8% | +4.6% |
| 5Y | +1.2% | +85.1% | -83.9% | -18.6% |
| 10Y | +272.2% | +115.9% | +156.2% | +240.8% |
| All | +272.2% | +116.4% | +155.8% | +240.8% |
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