+276.2%
HPE vs PLD
+0.2%
+276.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | +7.9% | +1.3% | +6.5% | +7.3% |
| 30D | -23.5% | -1.4% | -22.1% | -23.0% |
| 3M | -19.1% | -8.2% | -10.9% | -16.2% |
| 6M | +51.4% | -8.0% | +59.4% | +55.6% |
| YTD | +103.4% | +3.2% | +100.3% | +98.8% |
| 1Y | +114.4% | +7.0% | +107.4% | +106.1% |
| 3Y | +224.7% | +38.3% | +186.4% | +174.3% |
| All | +276.2% | +0.2% | +276.1% | +224.3% |
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 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