+231.7%
PLD vs ARWR
+906.2%
-674.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.3% |
| 7D | -0.8% | -2.9% | +2.1% | -0.5% |
| 30D | -0.3% | -5.4% | +5.1% | +0.2% |
| 3M | -8.0% | -32.2% | +24.2% | -5.0% |
| 6M | -9.8% | -26.5% | +16.7% | -8.0% |
| YTD | +1.8% | -12.4% | +14.2% | +1.7% |
| 1Y | +5.6% | +46.9% | -41.3% | -0.1% |
| 3Y | +33.3% | +116.0% | -82.7% | +16.7% |
| 5Y | +0.3% | -28.0% | +28.2% | -7.2% |
| All | +231.7% | +906.2% | -674.6% | +161.5% |
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