+216.5%
C vs PLD
+37.8%
+178.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.4% | -1.0% | +0.6% | 0.0% |
| 30D | -5.3% | -1.8% | -3.5% | -4.6% |
| 3M | -8.0% | -6.0% | -2.0% | -5.7% |
| 6M | -0.3% | -8.4% | +8.1% | +3.0% |
| YTD | +8.6% | +4.2% | +4.4% | +5.9% |
| 1Y | +25.8% | +6.2% | +19.6% | +21.6% |
| All | +216.5% | +37.8% | +178.7% | +162.3% |
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 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