+8.4%
C vs PLD
+1,708.5%
-1,700.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | +3.6% | -2.4% | +6.0% | +5.1% |
| 30D | +0.1% | -2.4% | +2.5% | +1.5% |
| 3M | +2.4% | -3.8% | +6.2% | +4.2% |
| 6M | +24.9% | 0.0% | +24.9% | +24.0% |
| YTD | +19.8% | +9.2% | +10.6% | +12.4% |
| 1Y | +44.9% | +25.9% | +19.0% | +24.1% |
| 3Y | +263.0% | +21.3% | +241.7% | +207.8% |
| 5Y | +129.5% | +14.1% | +115.4% | +93.5% |
| 10Y | +291.6% | +237.9% | +53.7% | +58.0% |
| All | +8.4% | +1,708.5% | -1,700.1% | -85.7% |
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