+23.2%
PFE vs PLD
+7.1%
+16.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -3.0% | -1.0% | -1.9% | -2.7% |
| 30D | +5.2% | -1.8% | +7.1% | +5.6% |
| 3M | +12.2% | -6.0% | +18.3% | +13.9% |
| 6M | +17.8% | -8.4% | +26.2% | +20.1% |
| YTD | +26.2% | +4.2% | +22.0% | +20.4% |
| 1Y | +23.2% | +6.2% | +17.0% | +16.0% |
| All | +23.2% | +7.1% | +16.1% | +16.0% |
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