+1,643.3%
PLD vs D
+1,157.0%
+486.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.0% |
| 7D | +0.4% | +6.9% | -6.5% | -3.5% |
| 30D | -0.1% | +12.3% | -12.4% | -6.9% |
| 3M | -7.9% | +3.0% | -11.0% | -9.8% |
| 6M | -7.0% | +12.8% | -19.7% | -14.1% |
| YTD | +3.1% | +22.6% | -19.5% | -9.6% |
| 1Y | +7.1% | +21.7% | -14.6% | -5.8% |
| 3Y | +32.9% | +83.9% | -51.0% | -11.0% |
| 5Y | +1.5% | +14.0% | -12.4% | -10.0% |
| 10Y | +245.9% | +45.6% | +200.3% | +157.6% |
| All | +1,643.3% | +1,157.0% | +486.3% | +565.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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