+1,643.3%
PLD vs ARWR
+42.6%
+1,600.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.8% | +4.7% | -2.1% |
| 7D | +0.4% | -5.0% | +5.4% | +0.4% |
| 30D | -0.1% | -6.6% | +6.5% | -0.1% |
| 3M | -7.9% | -33.9% | +25.9% | -7.7% |
| 6M | -7.0% | -23.3% | +16.4% | -6.8% |
| YTD | +3.1% | -13.5% | +16.5% | +3.1% |
| 1Y | +7.1% | +42.5% | -35.5% | +6.7% |
| 3Y | +32.9% | +104.1% | -71.2% | +31.7% |
| 5Y | +1.5% | -28.8% | +30.4% | +1.0% |
| 10Y | +245.9% | +911.6% | -665.7% | +238.8% |
| All | +1,643.3% | +42.6% | +1,600.7% | +1,611.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling