+256.8%
PLD vs ARWR
+921.6%
-664.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -15.3% | +18.2% | +4.2% |
| 7D | +0.7% | -17.3% | +18.0% | +2.2% |
| 30D | +0.8% | -21.5% | +22.3% | +2.8% |
| 3M | -6.1% | -43.8% | +37.7% | -1.5% |
| 6M | -8.0% | -32.3% | +24.2% | -5.6% |
| YTD | +4.7% | -25.8% | +30.5% | +6.0% |
| 1Y | +7.2% | +25.5% | -18.3% | +2.7% |
| 3Y | +39.2% | +84.1% | -44.9% | +23.6% |
| 5Y | +1.9% | -39.2% | +41.1% | -4.5% |
| 10Y | +256.8% | +1,072.4% | -815.6% | +190.9% |
| All | +256.8% | +921.6% | -664.8% | +190.9% |
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