+37.4%
GILD vs PLD
+27.5%
+9.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +3.6% | -2.4% | +6.0% | +4.3% |
| 30D | +14.6% | -2.4% | +17.0% | +15.4% |
| 3M | +17.7% | -3.8% | +21.4% | +18.5% |
| 6M | +3.1% | 0.0% | +3.1% | +2.5% |
| YTD | +24.5% | +9.2% | +15.3% | +22.3% |
| 1Y | +37.4% | +25.9% | +11.5% | +30.8% |
| All | +37.4% | +27.5% | +9.9% | +30.8% |
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