+235.8%
PLD vs DAL
+122.2%
+113.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.2% |
| 7D | +0.4% | +4.6% | -4.1% | -0.6% |
| 30D | -0.1% | +2.3% | -2.4% | -0.8% |
| 3M | -7.9% | -8.1% | +0.1% | -6.4% |
| 6M | -7.0% | +21.4% | -28.4% | -11.6% |
| YTD | +3.1% | +24.3% | -21.3% | -3.2% |
| 1Y | +7.1% | +47.4% | -40.3% | -3.5% |
| 3Y | +32.9% | +164.6% | -131.7% | +1.5% |
| 5Y | +1.5% | +100.2% | -98.7% | -19.5% |
| All | +235.8% | +122.2% | +113.6% | +156.2% |
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