+1,639.6%
PLD vs A
+546.2%
+1,093.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.3% |
| 3M | -8.0% | +23.8% | -31.9% | -14.0% |
| 6M | -9.8% | +49.0% | -58.8% | -20.8% |
| YTD | +1.8% | +29.4% | -27.6% | -7.2% |
| 1Y | +5.6% | +19.4% | -13.8% | -1.5% |
| 3Y | +33.3% | +66.2% | -32.9% | +11.3% |
| 5Y | +0.3% | +15.8% | -15.5% | -7.6% |
| 10Y | +241.6% | +326.1% | -84.5% | +117.4% |
| All | +1,639.6% | +546.2% | +1,093.4% | +747.0% |
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