+3,141.4%
HD vs PLD
+1,606.2%
+1,535.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | +6.4% | +0.4% | +6.0% | +6.3% |
| 30D | +22.1% | -0.1% | +22.2% | +22.1% |
| 3M | -0.2% | -7.9% | +7.8% | +2.8% |
| 6M | +12.6% | -7.0% | +19.6% | +15.2% |
| YTD | +3.9% | +3.1% | +0.8% | +2.4% |
| 1Y | -3.7% | +7.1% | -10.8% | -6.4% |
| 3Y | +27.9% | +32.9% | -5.0% | +13.7% |
| 5Y | +7.8% | +1.5% | +6.3% | +4.3% |
| 10Y | +269.4% | +245.9% | +23.5% | +133.3% |
| All | +3,141.4% | +1,606.2% | +1,535.2% | +725.5% |
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