+32.2%
EEM vs PLD
+0.2%
+32.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.7% | +1.3% | +1.3% | +2.3% |
| 30D | -5.4% | -1.4% | -4.0% | -5.0% |
| 3M | -8.6% | -8.2% | -0.5% | -6.5% |
| 6M | -8.9% | -8.0% | -0.9% | -7.1% |
| YTD | +11.9% | +3.2% | +8.8% | +10.2% |
| 1Y | +13.1% | +7.0% | +6.1% | +10.2% |
| 3Y | +70.7% | +38.3% | +32.4% | +50.4% |
| All | +32.2% | +0.2% | +32.0% | +21.8% |
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