+418.4%
GE vs PLD
+1,606.2%
-1,187.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.3% | -3.6% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | +1.7% | -0.1% | +1.8% | +1.7% |
| 3M | -17.3% | -7.9% | -9.4% | -14.7% |
| 6M | +10.1% | -7.0% | +17.0% | +12.7% |
| YTD | +2.6% | +3.1% | -0.4% | +1.0% |
| 1Y | +3.7% | +7.1% | -3.4% | +0.5% |
| 3Y | +268.3% | +32.9% | +235.4% | +220.2% |
| 5Y | +376.2% | +1.5% | +374.6% | +352.0% |
| 10Y | +156.4% | +245.9% | -89.5% | +48.3% |
| All | +418.4% | +1,606.2% | -1,187.8% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling