+143.3%
DELL vs PLD
+9.3%
+134.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.8% | -10.6% | -8.6% |
| 7D | -24.6% | +4.9% | -29.5% | -24.3% |
| 30D | -32.5% | +2.6% | -35.0% | -32.1% |
| 3M | -20.2% | -4.8% | -15.4% | -20.9% |
| 6M | +76.5% | -3.9% | +80.4% | +70.8% |
| YTD | +198.9% | +5.3% | +193.6% | +182.9% |
| 1Y | +143.3% | +9.3% | +134.1% | +121.6% |
| All | +143.3% | +9.3% | +134.1% | +121.6% |
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 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