+129.2%
HPE vs PLD
+27.5%
+101.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.3% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | -2.3% | -2.4% | +0.1% | -1.9% |
| 3M | -2.9% | -3.8% | +0.9% | -2.3% |
| 6M | +143.6% | 0.0% | +143.5% | +137.8% |
| YTD | +118.5% | +9.2% | +109.3% | +106.9% |
| 1Y | +129.2% | +25.9% | +103.3% | +104.1% |
| All | +129.2% | +27.5% | +101.8% | +104.1% |
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