+361.3%
LIN vs PLD
+236.1%
+125.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -2.1% | -2.4% | +0.3% | -1.2% |
| 30D | -2.4% | -2.4% | 0.0% | -1.5% |
| 3M | -5.6% | -3.8% | -1.8% | -4.4% |
| 6M | -3.4% | 0.0% | -3.4% | -3.9% |
| YTD | +13.1% | +9.2% | +3.9% | +8.2% |
| 1Y | +2.5% | +25.9% | -23.4% | -7.8% |
| 3Y | +27.6% | +21.3% | +6.3% | +13.0% |
| 5Y | +63.0% | +14.1% | +48.9% | +44.6% |
| All | +361.3% | +236.1% | +125.1% | +158.5% |
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