+388.5%
HPE vs PLD
+268.0%
+120.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.3% |
| 7D | +13.6% | 0.0% | +13.6% | +13.6% |
| 30D | -27.1% | -3.7% | -23.4% | -25.7% |
| 3M | -14.5% | -7.9% | -6.5% | -11.2% |
| 6M | +66.9% | -9.2% | +76.2% | +73.0% |
| YTD | +111.3% | +3.1% | +108.3% | +106.4% |
| 1Y | +117.5% | +6.2% | +111.3% | +109.4% |
| 3Y | +238.1% | +35.4% | +202.7% | +184.9% |
| 5Y | +292.4% | +0.1% | +292.3% | +268.6% |
| All | +388.5% | +268.0% | +120.4% | +158.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling