+256.9%
PLD vs SRE
+126.1%
+130.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.7% |
| 7D | 0.0% | -1.1% | +1.1% | +0.6% |
| 30D | -3.7% | -4.1% | +0.4% | -1.6% |
| 3M | -7.9% | -7.3% | -0.6% | -4.5% |
| 6M | -9.2% | -14.1% | +4.9% | -2.0% |
| YTD | +3.1% | -8.5% | +11.6% | +7.1% |
| 1Y | +6.2% | -12.0% | +18.2% | +12.7% |
| 3Y | +35.4% | +23.4% | +12.1% | +14.0% |
| 5Y | +0.1% | +51.3% | -51.2% | -24.9% |
| All | +256.9% | +126.1% | +130.8% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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