+40.0%
PATH vs PLD
+27.5%
+12.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.8% |
| 7D | -16.3% | -2.4% | -13.9% | -16.9% |
| 30D | +9.9% | -2.4% | +12.3% | +9.1% |
| 3M | +30.2% | -3.8% | +34.0% | +29.5% |
| 6M | +37.2% | 0.0% | +37.2% | +38.2% |
| YTD | -7.3% | +9.2% | -16.6% | -3.1% |
| 1Y | +40.0% | +25.9% | +14.1% | +44.6% |
| All | +40.0% | +27.5% | +12.5% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling