+215.5%
HPE vs PLD
+21.6%
+193.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.2% |
| 7D | -0.6% | -2.4% | +1.8% | +0.4% |
| 30D | -2.3% | -2.4% | +0.1% | -1.3% |
| 3M | -2.9% | -3.8% | +0.9% | -1.9% |
| 6M | +143.6% | 0.0% | +143.5% | +140.7% |
| YTD | +118.5% | +9.2% | +109.3% | +107.5% |
| 1Y | +129.2% | +25.9% | +103.3% | +103.4% |
| All | +215.5% | +21.6% | +193.9% | +170.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling