+231.7%
PLD vs XRT
+149.4%
+82.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.4% |
| 7D | -0.8% | +0.9% | -1.7% | -1.3% |
| 30D | -0.3% | +7.9% | -8.2% | -3.9% |
| 3M | -8.0% | -0.2% | -7.9% | -8.2% |
| 6M | -9.8% | +5.6% | -15.4% | -12.6% |
| YTD | +1.8% | +5.7% | -3.9% | -1.6% |
| 1Y | +5.6% | +14.6% | -9.0% | -1.8% |
| 3Y | +33.3% | +50.7% | -17.4% | +8.8% |
| 5Y | +0.3% | -4.8% | +5.1% | -3.4% |
| All | +231.7% | +149.4% | +82.3% | +86.3% |
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