-6.5%
PG vs PLD
+24.0%
-30.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.5% |
| 7D | -2.7% | -2.8% | +0.2% | -1.9% |
| 30D | -1.5% | -3.6% | +2.1% | -0.6% |
| 3M | -3.4% | -7.1% | +3.8% | -1.7% |
| 6M | -7.0% | +0.2% | -7.2% | -7.1% |
| YTD | +2.0% | +6.9% | -4.9% | +0.9% |
| 1Y | -6.5% | +25.0% | -31.5% | -8.0% |
| All | -6.5% | +24.0% | -30.5% | -8.0% |
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