+4,681.2%
DELL vs PLD
+238.9%
+4,442.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +14.9% | -2.4% | +17.3% | +15.9% |
| 30D | +13.3% | -2.4% | +15.7% | +14.4% |
| 3M | +24.4% | -3.8% | +28.2% | +25.2% |
| 6M | +258.0% | 0.0% | +258.0% | +252.6% |
| YTD | +320.2% | +9.2% | +311.0% | +297.4% |
| 1Y | +319.1% | +25.9% | +293.1% | +270.2% |
| 3Y | +706.5% | +21.3% | +685.2% | +608.6% |
| 5Y | +1,071.9% | +14.1% | +1,057.8% | +930.7% |
| 10Y | +4,683.5% | +237.9% | +4,445.6% | +2,598.1% |
| All | +4,681.2% | +238.9% | +4,442.3% | +2,586.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling