+826.7%
PG vs PLD
+1,607.8%
-781.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | +2.7% | +1.3% | +1.3% | +2.4% |
| 30D | +9.2% | -1.4% | +10.6% | +9.5% |
| 3M | +18.5% | -8.2% | +26.6% | +20.3% |
| 6M | +21.1% | -8.0% | +29.1% | +22.8% |
| YTD | +21.9% | +3.2% | +18.8% | +21.0% |
| 1Y | +18.1% | +7.0% | +11.1% | +16.4% |
| 3Y | +20.6% | +38.3% | -17.7% | +11.8% |
| 5Y | +31.8% | +0.2% | +31.6% | +28.4% |
| 10Y | +166.5% | +268.3% | -101.8% | +105.5% |
| All | +826.7% | +1,607.8% | -781.1% | +380.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling