+343.8%
HPE vs PLD
+16.6%
+327.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.8% | +6.9% | +7.4% |
| 7D | +10.1% | -0.9% | +11.0% | +10.5% |
| 30D | +5.3% | -1.2% | +6.5% | +5.8% |
| 3M | +12.7% | -2.3% | +15.0% | +13.2% |
| 6M | +167.7% | +4.5% | +163.1% | +160.4% |
| YTD | +135.5% | +10.1% | +125.3% | +124.0% |
| 1Y | +143.4% | +25.9% | +117.5% | +118.4% |
| 3Y | +249.2% | +24.4% | +224.8% | +207.6% |
| 5Y | +343.8% | +15.5% | +328.4% | +288.7% |
| All | +343.8% | +16.6% | +327.3% | +288.7% |
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