+206.6%
C vs PLD
+33.1%
+173.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.1% | -2.9% | -4.1% |
| 7D | -5.3% | +0.4% | -5.7% | -5.4% |
| 30D | -7.3% | -0.1% | -7.2% | -7.3% |
| 3M | -13.5% | -7.9% | -5.5% | -10.5% |
| 6M | -6.5% | -7.0% | +0.5% | -4.2% |
| YTD | +3.6% | +3.1% | +0.6% | +1.5% |
| 1Y | +18.9% | +7.1% | +11.8% | +14.5% |
| All | +206.6% | +33.1% | +173.4% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling