+1.3%
PLD vs XRT
-1.7%
+3.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.2% |
| 7D | +0.8% | +4.1% | -3.3% | -1.4% |
| 30D | +0.5% | +9.9% | -9.5% | -4.6% |
| 3M | -5.5% | +2.3% | -7.8% | -6.9% |
| 6M | -8.3% | +9.6% | -17.9% | -13.3% |
| YTD | +4.3% | +9.1% | -4.8% | -1.4% |
| 1Y | +7.4% | +16.2% | -8.8% | -2.0% |
| 3Y | +37.1% | +60.1% | -23.0% | +4.8% |
| 5Y | +1.3% | -0.5% | +1.8% | -13.1% |
| All | +1.3% | -1.7% | +3.0% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling