+207.2%
C vs PLD
+268.0%
-60.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.5% |
| 7D | +4.7% | 0.0% | +4.7% | +4.7% |
| 30D | +0.2% | -3.7% | +3.9% | +2.1% |
| 3M | -9.3% | -7.9% | -1.4% | -5.5% |
| 6M | -0.8% | -9.2% | +8.4% | +3.6% |
| YTD | +8.5% | +3.1% | +5.5% | +5.9% |
| 1Y | +23.1% | +6.2% | +16.9% | +18.2% |
| 3Y | +220.8% | +35.4% | +185.4% | +162.9% |
| 5Y | +112.4% | +0.1% | +112.3% | +98.2% |
| All | +207.2% | +268.0% | -60.9% | +68.9% |
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