+482.6%
LLY vs PLD
+0.2%
+482.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +6.6% | +1.3% | +5.3% | +6.2% |
| 30D | +19.4% | -1.4% | +20.8% | +19.9% |
| 3M | +19.6% | -8.2% | +27.7% | +22.2% |
| 6M | +42.6% | -8.0% | +50.6% | +45.5% |
| YTD | +35.0% | +3.2% | +31.8% | +33.4% |
| 1Y | +42.0% | +7.0% | +35.0% | +39.0% |
| 3Y | +140.5% | +38.3% | +102.2% | +115.3% |
| All | +482.6% | +0.2% | +482.5% | +487.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling