+15.8%
BABA vs PLD
+248.8%
-233.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.5% | -4.8% |
| 7D | +3.8% | +0.7% | +3.1% | +3.5% |
| 30D | -5.4% | +0.8% | -6.2% | -5.8% |
| 3M | -17.9% | -6.1% | -11.8% | -16.2% |
| 6M | -24.1% | -8.0% | -16.1% | -22.2% |
| YTD | -27.4% | +4.7% | -32.1% | -29.4% |
| 1Y | -36.1% | +7.2% | -43.3% | -38.4% |
| 3Y | +35.4% | +39.2% | -3.9% | +15.1% |
| 5Y | -30.1% | +1.9% | -32.0% | -34.7% |
| 10Y | +15.8% | +256.8% | -240.9% | -31.2% |
| All | +15.8% | +248.8% | -233.0% | -31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling