-4.3%
HD vs PLD
+5.4%
-9.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | +4.3% | -0.8% | +5.1% | +4.8% |
| 30D | +20.2% | -0.3% | +20.5% | +20.1% |
| 3M | -1.0% | -8.0% | +7.0% | +2.6% |
| 6M | +7.9% | -9.8% | +17.7% | +11.8% |
| YTD | +2.0% | +1.8% | +0.2% | -2.5% |
| 1Y | -4.3% | +5.6% | -9.9% | -12.1% |
| All | -4.3% | +5.4% | -9.7% | -12.1% |
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