+523.3%
ON vs PLD
+268.4%
+254.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | +12.2% | +1.3% | +10.9% | +11.3% |
| 30D | -3.1% | -1.4% | -1.8% | -2.1% |
| 3M | -12.9% | -8.2% | -4.7% | -7.7% |
| 6M | -38.6% | -8.0% | -30.6% | -35.6% |
| YTD | +31.2% | +3.2% | +28.1% | +27.1% |
| 1Y | +47.6% | +7.0% | +40.6% | +39.4% |
| 3Y | +6.6% | +38.3% | -31.7% | -17.0% |
| 5Y | +21.3% | +0.2% | +21.1% | +14.6% |
| All | +523.3% | +268.4% | +254.9% | +191.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling