+102.4%
HL vs PLD
+27.5%
+74.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | +7.1% | -0.9% | +7.9% | +7.3% |
| 30D | +21.4% | -1.2% | +22.6% | +22.0% |
| 3M | +37.4% | -2.3% | +39.7% | +37.9% |
| 6M | +0.4% | +4.5% | -4.1% | -3.0% |
| YTD | +6.7% | +10.1% | -3.5% | +3.2% |
| 1Y | +102.4% | +25.9% | +76.5% | +89.6% |
| All | +102.4% | +27.5% | +74.9% | +89.6% |
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