+240.3%
PLD vs SYY
+94.9%
+145.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.9% | -2.8% | +1.9% | +0.1% |
| 30D | -1.2% | -5.3% | +4.1% | +0.6% |
| 3M | -2.3% | +5.1% | -7.4% | -4.0% |
| 6M | +4.5% | -5.0% | +9.5% | +5.6% |
| YTD | +10.1% | +10.7% | -0.6% | +5.2% |
| 1Y | +25.9% | +0.7% | +25.2% | +24.2% |
| 3Y | +24.4% | +24.0% | +0.4% | +13.5% |
| 5Y | +15.5% | +19.3% | -3.8% | +6.0% |
| 10Y | +240.3% | +96.4% | +143.9% | +160.0% |
| All | +240.3% | +94.9% | +145.4% | +160.0% |
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