+257.2%
PLD vs ARWR
+1,024.2%
-767.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +1.3% | -17.8% | +19.2% | +3.0% |
| 30D | -1.4% | -18.1% | +16.8% | +0.2% |
| 3M | -8.2% | -44.2% | +36.0% | -3.6% |
| 6M | -8.0% | -38.6% | +30.6% | -4.8% |
| YTD | +3.2% | -28.0% | +31.2% | +4.7% |
| 1Y | +7.0% | +16.1% | -9.1% | +3.3% |
| 3Y | +38.3% | +84.0% | -45.7% | +22.8% |
| 5Y | +0.2% | -35.4% | +35.6% | -6.4% |
| All | +257.2% | +1,024.2% | -767.0% | +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