+41.1%
LLY vs PLD
+5.5%
+35.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | +4.6% | 0.0% | +4.6% | +4.6% |
| 30D | +22.4% | -3.7% | +26.1% | +23.3% |
| 3M | +17.1% | -7.9% | +25.1% | +19.7% |
| 6M | +44.6% | -9.2% | +53.9% | +48.2% |
| YTD | +33.5% | +3.1% | +30.4% | +34.2% |
| 1Y | +41.1% | +6.2% | +34.9% | +39.8% |
| All | +41.1% | +5.5% | +35.7% | +39.8% |
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