-6.2%
C vs PLD
+1,606.2%
-1,612.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.1% | -2.9% | -3.7% |
| 7D | -5.3% | +0.4% | -5.7% | -5.5% |
| 30D | -7.3% | -0.1% | -7.2% | -7.3% |
| 3M | -13.5% | -7.9% | -5.5% | -9.1% |
| 6M | -6.5% | -7.0% | +0.5% | -3.1% |
| YTD | +3.6% | +3.1% | +0.6% | +0.6% |
| 1Y | +18.9% | +7.1% | +11.8% | +12.7% |
| 3Y | +205.0% | +32.9% | +172.1% | +144.4% |
| 5Y | +109.4% | +1.5% | +107.8% | +90.2% |
| 10Y | +232.9% | +245.9% | -13.0% | +32.5% |
| All | -6.2% | +1,606.2% | -1,612.4% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling