+256.8%
PLD vs SYY
+92.1%
+164.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.9% | +2.2% |
| 7D | +0.7% | -4.1% | +4.8% | +1.9% |
| 30D | +0.8% | +0.3% | +0.5% | +0.4% |
| 3M | -6.1% | -6.3% | +0.2% | -4.4% |
| 6M | -8.0% | +9.7% | -17.7% | -11.3% |
| YTD | +4.7% | +9.4% | -4.8% | 0.0% |
| 1Y | +7.2% | +7.3% | -0.1% | +3.1% |
| 3Y | +39.2% | +27.6% | +11.6% | +25.4% |
| 5Y | +1.9% | +12.5% | -10.6% | -4.8% |
| 10Y | +256.8% | +87.4% | +169.4% | +174.9% |
| All | +256.8% | +92.1% | +164.7% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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