+37.1%
PLD vs ALK
+23.9%
+13.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | +0.8% | +12.9% | -12.2% | -1.5% |
| 30D | +0.5% | +5.5% | -5.1% | -0.8% |
| 3M | -5.5% | -12.1% | +6.6% | -3.6% |
| 6M | -8.3% | +1.7% | -10.0% | -10.1% |
| YTD | +4.3% | -17.4% | +21.7% | +5.7% |
| 1Y | +7.4% | -1.9% | +9.4% | +4.6% |
| 3Y | +37.1% | +21.2% | +15.8% | +25.8% |
| All | +37.1% | +23.9% | +13.2% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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