+15.2%
PLD vs ARWR
+28.5%
-13.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.3% |
| 6M | 0.0% | +32.6% | -32.6% | -5.0% |
| YTD | +9.2% | +30.0% | -20.8% | +3.6% |
| 1Y | +25.9% | +208.4% | -182.4% | +3.1% |
| 3Y | +21.3% | +208.8% | -187.5% | -7.9% |
| All | +15.2% | +28.5% | -13.2% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling