+15.2%
PLD vs SYY
+18.7%
-3.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.2% |
| 7D | -2.4% | -2.3% | -0.1% | -1.5% |
| 30D | -2.4% | -4.9% | +2.5% | -0.5% |
| 3M | -3.8% | +8.4% | -12.2% | -6.9% |
| 6M | 0.0% | -7.4% | +7.4% | +2.4% |
| YTD | +9.2% | +11.0% | -1.8% | +2.9% |
| 1Y | +25.9% | -0.2% | +26.1% | +24.3% |
| 3Y | +21.3% | +23.8% | -2.5% | +7.4% |
| All | +15.2% | +18.7% | -3.4% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling