+1,542.3%
PLD vs SRE
+1,525.5%
+16.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.3% |
| 30D | -2.4% | -0.7% | -1.7% | -2.3% |
| 3M | -3.8% | -6.3% | +2.5% | -0.5% |
| 6M | 0.0% | -10.7% | +10.7% | +6.1% |
| YTD | +9.2% | -3.5% | +12.7% | +10.5% |
| 1Y | +25.9% | +5.3% | +20.6% | +20.7% |
| 3Y | +21.3% | +31.8% | -10.5% | -1.6% |
| 5Y | +14.1% | +47.4% | -33.2% | -13.7% |
| 10Y | +237.9% | +120.6% | +117.3% | +91.9% |
| All | +1,542.3% | +1,525.5% | +16.8% | +385.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling