+104.3%
HPE vs PLD
+7.0%
+97.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -9.7% | +0.8% | -10.5% | -9.8% |
| 30D | -34.8% | +0.5% | -35.2% | -34.6% |
| 3M | -12.1% | -5.5% | -6.6% | -11.2% |
| 6M | +53.7% | -8.3% | +62.1% | +55.5% |
| YTD | +101.9% | +4.3% | +97.6% | +95.8% |
| 1Y | +104.3% | +7.4% | +96.9% | +99.2% |
| All | +104.3% | +7.0% | +97.4% | +99.2% |
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