+256.9%
PLD vs DAL
+108.8%
+148.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | 0.0% |
| 7D | 0.0% | +1.4% | -1.4% | -0.4% |
| 30D | -3.7% | +9.1% | -12.8% | -5.8% |
| 3M | -7.9% | -3.5% | -4.4% | -7.5% |
| 6M | -9.2% | +23.4% | -32.6% | -14.1% |
| YTD | +3.1% | +26.0% | -23.0% | -3.6% |
| 1Y | +6.2% | +44.6% | -38.4% | -3.9% |
| 3Y | +35.4% | +162.7% | -127.3% | +3.5% |
| 5Y | +0.1% | +113.0% | -112.9% | -21.7% |
| All | +256.9% | +108.8% | +148.1% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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