+240.1%
PLD vs ALNY
+258.3%
-18.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | -0.5% |
| 7D | -2.8% | -6.4% | +3.6% | -2.2% |
| 30D | -3.6% | +11.9% | -15.5% | -4.8% |
| 3M | -7.1% | -15.0% | +7.9% | -6.3% |
| 6M | +0.2% | -23.2% | +23.5% | +2.0% |
| YTD | +6.9% | -37.8% | +44.7% | +10.9% |
| 1Y | +25.0% | -47.3% | +72.3% | +31.8% |
| 3Y | +20.8% | +22.9% | -2.1% | +14.3% |
| 5Y | +16.2% | +30.6% | -14.4% | +7.1% |
| All | +240.1% | +258.3% | -18.2% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling