+290.8%
EWY vs PLD
+247.3%
+43.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.8% |
| 7D | +1.2% | -2.8% | +4.1% | +2.4% |
| 30D | +9.3% | -3.6% | +12.9% | +11.0% |
| 3M | +2.4% | -7.1% | +9.6% | +4.9% |
| 6M | +40.3% | +0.2% | +40.0% | +39.2% |
| YTD | +88.0% | +6.9% | +81.1% | +81.2% |
| 1Y | +143.8% | +25.0% | +118.8% | +119.4% |
| 3Y | +217.8% | +20.8% | +197.0% | +182.7% |
| 5Y | +142.7% | +16.2% | +126.6% | +113.3% |
| All | +290.8% | +247.3% | +43.5% | +104.3% |
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