+62.2%
GEV vs PLD
+27.5%
+34.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +3.0% |
| 7D | +8.1% | -0.9% | +9.0% | +8.2% |
| 30D | -1.9% | -1.2% | -0.7% | -1.8% |
| 3M | +4.1% | -2.3% | +6.4% | +4.6% |
| 6M | +23.2% | +4.5% | +18.7% | +21.9% |
| YTD | +48.9% | +10.1% | +38.7% | +48.8% |
| 1Y | +62.2% | +25.9% | +36.3% | +70.6% |
| All | +62.2% | +27.5% | +34.7% | +70.6% |
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 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