+20.5%
C vs PLD
+5.4%
+15.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | -2.4% | -0.8% | -1.6% | -2.0% |
| 30D | -6.0% | -0.3% | -5.7% | -5.9% |
| 3M | -10.5% | -8.0% | -2.5% | -7.9% |
| 6M | -5.7% | -9.8% | +4.1% | -2.8% |
| YTD | +4.1% | +1.8% | +2.4% | +3.0% |
| 1Y | +20.5% | +5.6% | +14.9% | +20.3% |
| All | +20.5% | +5.4% | +15.0% | +20.3% |
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