+6,184.8%
COST vs PLD
+1,708.5%
+4,476.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -3.1% | -2.4% | -0.8% | -2.6% |
| 30D | -2.8% | -2.4% | -0.4% | -2.2% |
| 3M | -5.7% | -3.8% | -1.9% | -4.9% |
| 6M | -8.8% | 0.0% | -8.8% | -9.0% |
| YTD | +6.7% | +9.2% | -2.6% | +4.0% |
| 1Y | -3.6% | +25.9% | -29.6% | -9.4% |
| 3Y | +75.1% | +21.3% | +53.8% | +63.5% |
| 5Y | +108.9% | +14.1% | +94.8% | +96.7% |
| 10Y | +586.2% | +237.9% | +348.3% | +393.6% |
| All | +6,184.8% | +1,708.5% | +4,476.3% | +2,339.6% |
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