+159.7%
GILD vs PLD
+250.7%
-91.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -1.0% |
| 7D | -4.8% | -1.2% | -3.7% | -4.6% |
| 30D | +5.8% | -3.5% | +9.3% | +6.6% |
| 3M | +14.9% | -7.1% | +22.0% | +16.7% |
| 6M | -0.4% | +2.6% | -2.9% | -1.1% |
| YTD | +18.5% | +8.0% | +10.6% | +16.2% |
| 1Y | +25.1% | +22.1% | +3.1% | +19.2% |
| 3Y | +105.9% | +22.3% | +83.6% | +93.2% |
| 5Y | +143.0% | +17.3% | +125.6% | +126.5% |
| All | +159.7% | +250.7% | -91.0% | +92.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling