+10.3%
ARM vs PLD
+5.4%
+4.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +6.0% | +4.7% |
| 7D | -15.2% | -0.8% | -14.4% | -15.1% |
| 30D | -40.7% | -0.3% | -40.4% | -40.4% |
| 3M | -39.1% | -8.0% | -31.1% | -39.3% |
| 6M | -26.4% | -9.8% | -16.6% | -26.9% |
| YTD | +59.7% | +1.8% | +58.0% | +54.2% |
| 1Y | +10.3% | +5.6% | +4.7% | +8.8% |
| All | +10.3% | +5.4% | +4.9% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling