+5.6%
PLD vs SPG
+31.7%
-26.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.7% |
| 7D | -0.8% | +4.9% | -5.7% | -3.7% |
| 30D | -0.3% | +15.6% | -15.9% | -8.9% |
| 3M | -8.0% | +4.1% | -12.1% | -10.2% |
| 6M | -9.8% | +13.6% | -23.4% | -16.7% |
| YTD | +1.8% | +27.5% | -25.8% | -11.5% |
| 1Y | +5.6% | +32.2% | -26.6% | -10.4% |
| All | +5.6% | +31.7% | -26.1% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling