+1,661.4%
PLD vs A
+535.2%
+1,126.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.2% |
| 7D | +0.4% | -5.2% | +5.6% | +2.0% |
| 30D | -0.1% | +1.4% | -1.5% | -0.6% |
| 3M | -7.9% | +21.9% | -29.9% | -13.5% |
| 6M | -7.0% | +46.7% | -53.6% | -18.0% |
| YTD | +3.1% | +27.2% | -24.1% | -5.6% |
| 1Y | +7.1% | +17.9% | -10.8% | +0.3% |
| 3Y | +32.9% | +61.1% | -28.2% | +12.1% |
| 5Y | +1.5% | +13.8% | -12.3% | -5.9% |
| 10Y | +245.9% | +318.8% | -72.9% | +121.3% |
| All | +1,661.4% | +535.2% | +1,126.2% | +762.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling