+2,572.3%
DELL vs PLD
+269.2%
+2,303.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -18.1% | +0.8% | -18.9% | -18.3% |
| 30D | -42.9% | +0.5% | -43.3% | -42.9% |
| 3M | -26.9% | -5.5% | -21.4% | -25.0% |
| 6M | +28.8% | -8.3% | +37.1% | +32.1% |
| YTD | +168.4% | +4.3% | +164.1% | +159.3% |
| 1Y | +136.8% | +7.4% | +129.4% | +125.5% |
| 3Y | +375.3% | +37.1% | +338.3% | +294.4% |
| 5Y | +551.0% | +1.3% | +549.7% | +506.4% |
| All | +2,572.3% | +269.2% | +2,303.1% | +1,375.6% |
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 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