+253.8%
INTC vs PLD
+238.6%
+15.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.8% | +8.2% | +8.6% |
| 7D | +17.4% | -0.9% | +18.3% | +17.9% |
| 30D | +2.8% | -1.2% | +4.0% | +3.4% |
| 3M | -5.3% | -2.3% | -3.0% | -5.1% |
| 6M | +140.6% | +4.5% | +136.1% | +133.0% |
| YTD | +183.1% | +10.1% | +173.0% | +165.5% |
| 1Y | +326.8% | +25.9% | +300.9% | +271.8% |
| 3Y | +179.4% | +24.4% | +155.0% | +139.1% |
| 5Y | +111.7% | +15.5% | +96.3% | +84.0% |
| 10Y | +253.8% | +240.3% | +13.5% | +80.0% |
| All | +253.8% | +238.6% | +15.2% | +80.0% |
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