+127.0%
HOOD vs PLD
+1.8%
+125.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +1.0% |
| 7D | -0.6% | +0.7% | -1.3% | -1.0% |
| 30D | -23.6% | +0.8% | -24.4% | -23.9% |
| 3M | -10.7% | -6.1% | -4.6% | -6.4% |
| 6M | +8.2% | -8.0% | +16.2% | +13.4% |
| YTD | -26.3% | +4.7% | -31.0% | -29.6% |
| 1Y | -36.1% | +7.2% | -43.3% | -40.2% |
| 3Y | +950.7% | +39.2% | +911.5% | +678.3% |
| 5Y | +127.0% | +1.9% | +125.1% | +94.4% |
| All | +127.0% | +1.8% | +125.2% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling