-18.8%
PATH vs PLD
+36.0%
-54.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.2% |
| 7D | -4.8% | +4.9% | -9.7% | -6.6% |
| 30D | +2.7% | +2.6% | +0.1% | +1.5% |
| 3M | -4.2% | -4.8% | +0.6% | -2.5% |
| 6M | +24.7% | -3.9% | +28.6% | +25.6% |
| YTD | -17.6% | +5.3% | -22.9% | -21.7% |
| 1Y | -5.3% | +9.3% | -14.6% | -12.2% |
| All | -18.8% | +36.0% | -54.8% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling