+256.9%
PLD vs ARWR
+1,009.4%
-752.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.3% | -0.7% |
| 7D | 0.0% | -17.9% | +17.9% | +1.6% |
| 30D | -3.7% | -18.9% | +15.1% | -2.1% |
| 3M | -7.9% | -46.0% | +38.0% | -3.1% |
| 6M | -9.2% | -40.3% | +31.1% | -5.8% |
| YTD | +3.1% | -29.0% | +32.0% | +4.7% |
| 1Y | +6.2% | +13.8% | -7.6% | +2.7% |
| 3Y | +35.4% | +74.9% | -39.5% | +20.8% |
| 5Y | +0.1% | -36.2% | +36.3% | -6.3% |
| All | +256.9% | +1,009.4% | -752.5% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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