-31.2%
DIS vs PLD
0.0%
-31.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.7% | -0.6% |
| 7D | +5.7% | +0.4% | +5.3% | +5.5% |
| 30D | +12.7% | -0.1% | +12.8% | +12.7% |
| 3M | +15.2% | -7.9% | +23.1% | +19.1% |
| 6M | +17.6% | -7.0% | +24.5% | +20.7% |
| YTD | +3.8% | +3.1% | +0.8% | +2.1% |
| 1Y | +6.8% | +7.1% | -0.3% | +3.3% |
| 3Y | +42.1% | +32.9% | +9.2% | +21.7% |
| 5Y | -31.2% | +1.5% | -32.7% | -40.9% |
| All | -31.2% | 0.0% | -31.2% | -40.9% |
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 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