+236.9%
PLD vs ARWR
+1,117.8%
-880.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -2.4% | +1.7% | -4.1% | -2.6% |
| 30D | -2.4% | -0.7% | -1.8% | -2.4% |
| 3M | -3.8% | +14.9% | -18.7% | -5.4% |
| 6M | 0.0% | +32.6% | -32.6% | -3.3% |
| YTD | +9.2% | +30.0% | -20.8% | +5.5% |
| 1Y | +25.9% | +208.4% | -182.4% | +11.0% |
| 3Y | +21.3% | +208.8% | -187.5% | +2.8% |
| 5Y | +14.1% | +27.8% | -13.7% | +0.8% |
| All | +236.9% | +1,117.8% | -880.8% | +166.2% |
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