+581.1%
ON vs PLD
+238.1%
+343.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.5% |
| 7D | +2.4% | -2.4% | +4.8% | +4.1% |
| 30D | -3.3% | -2.4% | -0.9% | -1.8% |
| 3M | -43.6% | -3.8% | -39.8% | -42.6% |
| 6M | +19.0% | 0.0% | +18.9% | +18.0% |
| YTD | +37.4% | +9.2% | +28.1% | +28.0% |
| 1Y | +54.8% | +25.9% | +28.9% | +30.6% |
| 3Y | -25.2% | +21.3% | -46.5% | -36.5% |
| 5Y | +62.7% | +14.1% | +48.6% | +40.9% |
| All | +581.1% | +238.1% | +343.1% | +233.7% |
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