+4,062.5%
DELL vs PLD
+238.6%
+3,823.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.5% |
| 7D | +25.6% | -0.9% | +26.5% | +25.9% |
| 30D | +17.7% | -1.2% | +18.9% | +18.1% |
| 3M | +33.4% | -2.3% | +35.7% | +33.4% |
| 6M | +266.2% | +4.5% | +261.7% | +253.7% |
| YTD | +328.0% | +10.1% | +317.9% | +303.3% |
| 1Y | +339.6% | +25.9% | +313.7% | +288.4% |
| 3Y | +694.6% | +24.4% | +670.2% | +590.3% |
| 5Y | +1,122.0% | +15.5% | +1,106.5% | +969.0% |
| 10Y | +4,062.5% | +240.3% | +3,822.2% | +2,209.4% |
| All | +4,062.5% | +238.6% | +3,823.9% | +2,209.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling