+320.1%
HL vs PLD
+1,708.5%
-1,388.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | +1.5% | -2.4% | +3.9% | +2.5% |
| 30D | +25.1% | -2.4% | +27.5% | +26.5% |
| 3M | +22.9% | -3.8% | +26.7% | +24.4% |
| 6M | -4.9% | 0.0% | -4.9% | -5.2% |
| YTD | +7.8% | +9.2% | -1.4% | +2.9% |
| 1Y | +133.9% | +25.9% | +108.0% | +109.0% |
| 3Y | +380.9% | +21.3% | +359.6% | +330.4% |
| 5Y | +230.2% | +14.1% | +216.1% | +200.7% |
| 10Y | +265.6% | +237.9% | +27.7% | +98.9% |
| All | +320.1% | +1,708.5% | -1,388.4% | +11.5% |
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