+105.9%
C vs PLD
-0.1%
+106.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.4% |
| 6M | -5.7% | -9.8% | +4.1% | -2.0% |
| YTD | +4.1% | +1.8% | +2.4% | +2.6% |
| 1Y | +20.5% | +5.6% | +14.9% | +16.8% |
| 3Y | +208.1% | +33.3% | +174.9% | +164.9% |
| All | +105.9% | -0.1% | +106.0% | +77.1% |
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 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