+1,563.7%
META vs PLD
+532.9%
+1,030.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +0.7% |
| 7D | +2.9% | +4.9% | -2.0% | +0.7% |
| 30D | -15.1% | +2.6% | -17.6% | -16.0% |
| 3M | +7.2% | -4.8% | +12.0% | +9.5% |
| 6M | +3.4% | -3.9% | +7.3% | +4.7% |
| YTD | -4.3% | +5.3% | -9.6% | -7.3% |
| 1Y | +0.8% | +9.3% | -8.5% | -4.0% |
| 3Y | +102.2% | +35.8% | +66.4% | +67.9% |
| 5Y | +89.4% | +2.9% | +86.4% | +77.4% |
| 10Y | +426.7% | +253.4% | +173.3% | +195.1% |
| All | +1,563.7% | +532.9% | +1,030.8% | +723.3% |
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 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