+3,558.7%
LLY vs PLD
+1,708.5%
+1,850.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -2.1% | -2.4% | +0.2% | -1.6% |
| 30D | -1.6% | -2.4% | +0.8% | -1.1% |
| 3M | +2.3% | -3.8% | +6.1% | +3.1% |
| 6M | +14.9% | 0.0% | +14.9% | +14.8% |
| YTD | +7.5% | +9.2% | -1.8% | +5.1% |
| 1Y | +55.7% | +25.9% | +29.8% | +47.2% |
| 3Y | +110.6% | +21.3% | +89.3% | +98.2% |
| 5Y | +363.4% | +14.1% | +349.3% | +336.8% |
| 10Y | +1,649.0% | +237.9% | +1,411.1% | +1,178.8% |
| All | +3,558.7% | +1,708.5% | +1,850.2% | +1,325.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling