+1.0%
CRM vs PLD
+24.0%
-23.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.7% |
| 7D | -8.1% | -2.8% | -5.3% | -8.6% |
| 30D | +23.1% | -3.6% | +26.7% | +22.1% |
| 3M | +42.5% | -7.1% | +49.7% | +40.1% |
| 6M | +25.3% | +0.2% | +25.1% | +26.1% |
| YTD | -7.8% | +6.9% | -14.7% | -5.2% |
| 1Y | +1.0% | +25.0% | -24.0% | +4.1% |
| All | +1.0% | +24.0% | -23.0% | +4.1% |
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 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