+231.7%
PLD vs SPG
+109.7%
+122.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.5% |
| 7D | -0.8% | +4.9% | -5.7% | -2.4% |
| 30D | -0.3% | +15.6% | -15.9% | -5.1% |
| 3M | -8.0% | +4.1% | -12.1% | -9.3% |
| 6M | -9.8% | +13.6% | -23.4% | -13.6% |
| YTD | +1.8% | +27.5% | -25.8% | -6.3% |
| 1Y | +5.6% | +32.2% | -26.6% | -3.9% |
| 3Y | +33.3% | +126.0% | -92.7% | +3.2% |
| 5Y | +0.3% | +74.7% | -74.5% | -18.0% |
| All | +231.7% | +109.7% | +122.0% | +204.0% |
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