-8.7%
DHR vs PLD
+21.6%
-30.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -3.9% | -2.4% | -1.5% | -3.0% |
| 30D | +4.0% | -2.4% | +6.4% | +5.0% |
| 3M | +11.5% | -3.8% | +15.3% | +12.8% |
| 6M | +1.9% | 0.0% | +1.8% | +1.1% |
| YTD | -8.9% | +9.2% | -18.1% | -13.2% |
| 1Y | +5.1% | +25.9% | -20.8% | -6.3% |
| All | -8.7% | +21.6% | -30.3% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling