+98.7%
INTC vs PLD
+236.3%
-137.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.2% | +8.9% | +8.4% |
| 7D | -14.4% | -0.8% | -13.6% | -14.1% |
| 30D | -50.2% | -0.3% | -50.0% | -50.3% |
| 3M | -43.6% | -8.0% | -35.6% | -41.2% |
| 6M | -50.2% | -9.8% | -40.4% | -48.0% |
| YTD | +52.5% | +1.8% | +50.7% | +48.8% |
| 1Y | +51.1% | +5.6% | +45.5% | +44.5% |
| 3Y | +50.3% | +33.3% | +17.0% | +23.6% |
| 5Y | +19.2% | +0.3% | +18.9% | +11.6% |
| All | +98.7% | +236.3% | -137.6% | +4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling