+62.8%
META vs PLD
+14.8%
+48.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | +6.7% | -2.4% | +9.1% | +7.9% |
| 30D | +4.8% | -2.4% | +7.2% | +5.9% |
| 3M | -1.6% | -3.8% | +2.2% | -0.3% |
| 6M | -7.5% | 0.0% | -7.5% | -8.0% |
| YTD | -6.4% | +9.2% | -15.6% | -11.0% |
| 1Y | -17.3% | +25.9% | -43.3% | -26.9% |
| 3Y | +109.9% | +21.3% | +88.6% | +82.1% |
| All | +62.8% | +14.8% | +48.0% | +47.3% |
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