+38.3%
PLD vs A
+64.5%
-26.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.1% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | -1.4% | 0.0% | -1.3% | -1.5% |
| 3M | -8.2% | +16.7% | -24.9% | -12.9% |
| 6M | -8.0% | +54.8% | -62.8% | -21.3% |
| YTD | +3.2% | +28.8% | -25.7% | -5.9% |
| 1Y | +7.0% | +19.3% | -12.3% | +0.8% |
| 3Y | +38.3% | +65.5% | -27.3% | +13.5% |
| All | +38.3% | +64.5% | -26.2% | +13.5% |
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