+234.3%
PLD vs XRT
+129.4%
+104.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | -2.4% | +0.8% | -3.2% | -2.8% |
| 30D | -2.4% | -4.2% | +1.8% | -0.5% |
| 3M | -3.8% | +5.1% | -8.9% | -6.3% |
| 6M | 0.0% | +2.4% | -2.4% | -1.5% |
| YTD | +9.2% | +3.2% | +6.0% | +7.0% |
| 1Y | +25.9% | +1.5% | +24.4% | +24.1% |
| 3Y | +21.3% | +40.6% | -19.3% | +2.4% |
| 5Y | +14.1% | -1.0% | +15.1% | +8.4% |
| All | +234.3% | +129.4% | +104.9% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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