+25.7%
C vs PLD
+6.9%
+18.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +4.2% | +1.3% | +2.8% | +3.6% |
| 30D | +2.0% | -1.4% | +3.4% | +2.5% |
| 3M | -10.1% | -8.2% | -2.0% | -7.4% |
| 6M | +1.0% | -8.0% | +9.0% | +3.3% |
| YTD | +8.5% | +3.2% | +5.3% | +6.2% |
| 1Y | +25.7% | +7.0% | +18.7% | +23.1% |
| All | +25.7% | +6.9% | +18.8% | +23.1% |
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