+130.7%
C vs PLD
+14.8%
+115.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +3.6% | -2.4% | +6.0% | +4.7% |
| 30D | +0.1% | -2.4% | +2.5% | +1.1% |
| 3M | +2.4% | -3.8% | +6.2% | +3.7% |
| 6M | +24.9% | 0.0% | +24.9% | +24.3% |
| YTD | +19.8% | +9.2% | +10.6% | +14.7% |
| 1Y | +44.9% | +25.9% | +19.0% | +30.4% |
| 3Y | +263.0% | +21.3% | +241.7% | +224.9% |
| All | +130.7% | +14.8% | +115.9% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling