+7.1%
CRM vs PLD
+27.5%
-20.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -2.1% |
| 7D | +1.3% | -2.4% | +3.6% | +0.8% |
| 30D | +34.3% | -2.4% | +36.8% | +33.6% |
| 3M | +37.7% | -3.8% | +41.5% | +36.9% |
| 6M | +34.9% | 0.0% | +34.9% | +35.6% |
| YTD | -1.6% | +9.2% | -10.9% | +1.0% |
| 1Y | +7.1% | +25.9% | -18.8% | +9.5% |
| All | +7.1% | +27.5% | -20.3% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling