+267.4%
PLD vs STZ
+11.6%
+255.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | +5.3% | -4.6% | -1.2% |
| 30D | +0.5% | +19.6% | -19.1% | -6.4% |
| 3M | -5.5% | +10.0% | -15.5% | -9.4% |
| 6M | -8.3% | -0.3% | -8.1% | -9.1% |
| YTD | +4.3% | +8.6% | -4.3% | -1.1% |
| 1Y | +7.4% | +16.6% | -9.2% | -1.3% |
| 3Y | +37.1% | -34.8% | +71.8% | +57.4% |
| 5Y | +1.3% | -27.8% | +29.2% | +11.2% |
| 10Y | +267.4% | +12.5% | +254.9% | +238.9% |
| All | +267.4% | +11.6% | +255.9% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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