+2.7%
HL vs PLD
+7.3%
-4.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +3.2% |
| 7D | +13.8% | +0.7% | +13.1% | +13.5% |
| 30D | -9.7% | +0.8% | -10.5% | -9.9% |
| 3M | -8.5% | -6.1% | -2.4% | -6.1% |
| 6M | -17.2% | -8.0% | -9.1% | -14.8% |
| YTD | -19.6% | +4.7% | -24.3% | -19.3% |
| All | +2.7% | +7.3% | -4.7% | -0.5% |
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 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