-41.1%
DIS vs PLD
+14.8%
-55.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.6% |
| YTD | -6.7% | +9.2% | -16.0% | -10.4% |
| 1Y | -10.1% | +25.9% | -36.0% | -18.6% |
| 3Y | +33.0% | +21.3% | +11.7% | +19.3% |
| All | -41.1% | +14.8% | -55.9% | -47.8% |
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 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