+272.2%
PLD vs ARWR
+1,021.8%
-749.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -1.0% | -19.9% | +18.9% | +0.8% |
| 30D | -1.8% | -18.7% | +16.9% | -0.2% |
| 3M | -6.0% | -44.7% | +38.6% | -1.3% |
| 6M | -8.4% | -36.5% | +28.1% | -5.4% |
| YTD | +4.2% | -25.7% | +29.9% | +5.5% |
| 1Y | +6.2% | +18.9% | -12.7% | +2.3% |
| 3Y | +37.0% | +83.1% | -46.1% | +21.7% |
| 5Y | +1.2% | -34.9% | +36.0% | -5.6% |
| 10Y | +272.2% | +1,080.9% | -808.7% | +203.9% |
| All | +272.2% | +1,021.8% | -749.6% | +203.9% |
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