+33.3%
PLD vs A
+64.2%
-31.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.8% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.3% | +3.4% | -3.6% | -1.4% |
| 3M | -8.0% | +23.8% | -31.9% | -14.4% |
| 6M | -9.8% | +49.0% | -58.8% | -21.7% |
| YTD | +1.8% | +29.4% | -27.6% | -7.2% |
| 1Y | +5.6% | +19.4% | -13.8% | -0.6% |
| 3Y | +33.3% | +66.2% | -32.9% | +8.2% |
| All | +33.3% | +64.2% | -31.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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