+272.2%
PLD vs STZ
+12.8%
+259.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | -1.0% | -0.9% | -0.1% | -0.6% |
| 30D | -1.8% | +14.9% | -16.8% | -7.2% |
| 3M | -6.0% | +8.4% | -14.5% | -9.5% |
| 6M | -8.4% | +2.8% | -11.2% | -10.2% |
| YTD | +4.2% | +7.5% | -3.3% | -0.8% |
| 1Y | +6.2% | +12.5% | -6.3% | -1.0% |
| 3Y | +37.0% | -35.4% | +72.4% | +57.9% |
| 5Y | +1.2% | -29.3% | +30.5% | +11.9% |
| 10Y | +272.2% | +11.8% | +260.4% | +244.9% |
| All | +272.2% | +12.8% | +259.4% | +244.9% |
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