+390.5%
GE vs PLD
-0.1%
+390.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +3.2% |
| 7D | +7.1% | -0.8% | +7.9% | +7.5% |
| 30D | +6.5% | -0.3% | +6.7% | +6.5% |
| 3M | -13.6% | -8.0% | -5.5% | -10.9% |
| 6M | +6.0% | -9.8% | +15.8% | +9.6% |
| YTD | +5.4% | +1.8% | +3.6% | +4.2% |
| 1Y | +6.5% | +5.6% | +0.9% | +3.7% |
| 3Y | +268.6% | +33.3% | +235.3% | +217.8% |
| All | +390.5% | -0.1% | +390.6% | +314.9% |
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