-0.7%
PLD vs ARWR
-34.9%
+34.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +1.3% | -17.8% | +19.2% | +3.7% |
| 30D | -1.4% | -18.1% | +16.8% | +1.0% |
| 3M | -8.2% | -44.2% | +36.0% | -1.3% |
| 6M | -8.0% | -38.6% | +30.6% | -3.1% |
| YTD | +3.2% | -28.0% | +31.2% | +5.2% |
| 1Y | +7.0% | +16.1% | -9.1% | +0.3% |
| 3Y | +38.3% | +84.0% | -45.7% | +11.0% |
| All | -0.7% | -34.9% | +34.1% | -15.2% |
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 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