+65.7%
DIA vs PLD
+14.8%
+50.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -0.2% | -2.4% | +2.2% | +0.6% |
| 30D | -1.5% | -2.4% | +0.9% | -0.8% |
| 3M | +3.8% | -3.8% | +7.6% | +4.8% |
| 6M | +10.3% | 0.0% | +10.2% | +9.8% |
| YTD | +12.1% | +9.2% | +2.9% | +8.3% |
| 1Y | +18.6% | +25.9% | -7.3% | +9.0% |
| 3Y | +60.6% | +21.3% | +39.3% | +46.3% |
| All | +65.7% | +14.8% | +50.9% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling