+410.2%
GE vs PLD
+2.0%
+408.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | +5.4% | +0.8% | +4.6% | +5.1% |
| 30D | +9.6% | +0.5% | +9.2% | +9.4% |
| 3M | -7.7% | -5.5% | -2.2% | -5.8% |
| 6M | +14.0% | -8.3% | +22.4% | +17.3% |
| YTD | +10.2% | +4.3% | +5.9% | +7.9% |
| 1Y | +8.9% | +7.4% | +1.5% | +5.5% |
| 3Y | +273.7% | +37.1% | +236.6% | +218.7% |
| 5Y | +410.2% | +1.3% | +408.9% | +333.4% |
| All | +410.2% | +2.0% | +408.3% | +333.4% |
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