+256.8%
PLD vs SRE
+110.3%
+146.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.1% | +2.4% |
| 7D | +0.7% | -8.4% | +9.1% | +5.5% |
| 30D | +0.8% | -3.2% | +4.0% | +2.5% |
| 3M | -6.1% | -5.3% | -0.8% | -3.8% |
| 6M | -8.0% | -12.6% | +4.6% | -1.6% |
| YTD | +4.7% | -8.8% | +13.4% | +8.9% |
| 1Y | +7.2% | -13.4% | +20.6% | +14.8% |
| 3Y | +39.2% | +24.4% | +14.8% | +16.6% |
| 5Y | +1.9% | +47.3% | -45.4% | -22.5% |
| 10Y | +256.8% | +116.7% | +140.1% | +121.4% |
| All | +256.8% | +110.3% | +146.5% | +121.4% |
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