+599.2%
HPE vs PLD
+330.4%
+268.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.9% |
| 7D | +0.3% | -1.0% | +1.3% | +0.9% |
| 30D | -28.6% | -1.8% | -26.7% | -27.8% |
| 3M | -7.4% | -6.0% | -1.3% | -4.6% |
| 6M | +63.7% | -8.4% | +72.0% | +69.1% |
| YTD | +111.7% | +4.2% | +107.5% | +105.6% |
| 1Y | +123.5% | +6.2% | +117.3% | +114.9% |
| 3Y | +238.7% | +37.0% | +201.7% | +182.4% |
| 5Y | +261.0% | +1.2% | +259.9% | +237.1% |
| 10Y | +390.2% | +272.2% | +118.0% | +117.5% |
| All | +599.2% | +330.4% | +268.8% | +175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling