-14.0%
HL vs PLD
+5.5%
-19.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.3% | -4.9% |
| 7D | -7.6% | 0.0% | -7.6% | -7.6% |
| 30D | -17.5% | -3.7% | -13.7% | -15.8% |
| 3M | -26.2% | -7.9% | -18.3% | -23.4% |
| 6M | -35.1% | -9.2% | -25.9% | -32.7% |
| YTD | -30.4% | +3.1% | -33.4% | -30.8% |
| 1Y | -14.0% | +6.2% | -20.2% | -20.3% |
| All | -14.0% | +5.5% | -19.4% | -20.3% |
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