+57.3%
LLY vs PLD
+9.3%
+48.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.2% |
| 7D | +10.1% | +4.9% | +5.2% | +8.8% |
| 30D | +24.0% | +2.6% | +21.5% | +22.8% |
| 3M | +27.3% | -4.8% | +32.1% | +28.6% |
| 6M | +47.0% | -3.9% | +50.8% | +47.9% |
| YTD | +32.6% | +5.3% | +27.3% | +34.5% |
| 1Y | +57.3% | +9.3% | +48.1% | +63.0% |
| All | +57.3% | +9.3% | +48.1% | +63.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling