+20.0%
GE vs PLD
+27.5%
-7.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | -1.6% | -2.4% | +0.8% | -0.8% |
| 30D | -11.6% | -2.4% | -9.1% | -10.8% |
| 3M | +3.0% | -3.8% | +6.8% | +3.8% |
| 6M | -0.5% | 0.0% | -0.5% | -2.4% |
| YTD | +9.7% | +9.2% | +0.5% | +6.1% |
| 1Y | +20.0% | +25.9% | -5.9% | +15.1% |
| All | +20.0% | +27.5% | -7.4% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling