+21.9%
DIS vs PLD
+236.1%
-214.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | -2.6% | -2.4% | -0.2% | -1.6% |
| 30D | +3.5% | -2.4% | +5.9% | +4.5% |
| 3M | +6.8% | -3.8% | +10.6% | +8.3% |
| 6M | +3.0% | 0.0% | +3.0% | +2.7% |
| YTD | -6.7% | +9.2% | -16.0% | -10.3% |
| 1Y | -10.1% | +25.9% | -36.0% | -18.6% |
| 3Y | +33.0% | +21.3% | +11.7% | +19.5% |
| 5Y | -40.0% | +14.1% | -54.1% | -46.0% |
| All | +21.9% | +236.1% | -214.3% | -23.0% |
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 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