+4,611.7%
SPGI vs PLD
+1,606.2%
+3,005.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.1% |
| 7D | +2.6% | +0.4% | +2.1% | +2.4% |
| 30D | +19.3% | -0.1% | +19.4% | +19.2% |
| 3M | +15.5% | -7.9% | +23.4% | +19.1% |
| 6M | +18.3% | -7.0% | +25.3% | +21.3% |
| YTD | -3.8% | +3.1% | -6.8% | -5.7% |
| 1Y | +1.3% | +7.1% | -5.7% | -2.2% |
| 3Y | +33.6% | +32.9% | +0.7% | +16.0% |
| 5Y | +13.2% | +1.5% | +11.6% | +8.2% |
| 10Y | +346.3% | +245.9% | +100.4% | +165.7% |
| All | +4,611.7% | +1,606.2% | +3,005.5% | +1,222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 all: compounded portfolio wealth divided by compounded PLD 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…
all analysis · Full analysis span regression · 6 months rolling