+107.3%
META vs PLD
+21.6%
+85.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +6.7% | -2.4% | +9.1% | +7.4% |
| 30D | +4.8% | -2.4% | +7.2% | +5.4% |
| 3M | -1.6% | -3.8% | +2.2% | -0.8% |
| 6M | -7.5% | 0.0% | -7.5% | -7.9% |
| YTD | -6.4% | +9.2% | -15.6% | -9.1% |
| 1Y | -17.3% | +25.9% | -43.3% | -23.1% |
| All | +107.3% | +21.6% | +85.7% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling