+307.4%
PLD vs DAL
+379.9%
-72.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.2% | -5.4% | -0.7% |
| 7D | +4.9% | +11.1% | -6.2% | +1.1% |
| 30D | +2.6% | +7.7% | -5.2% | -0.3% |
| 3M | -4.8% | -3.5% | -1.2% | -4.1% |
| 6M | -3.9% | +31.3% | -35.2% | -13.5% |
| YTD | +5.3% | +30.0% | -24.7% | -5.9% |
| 1Y | +9.3% | +62.1% | -52.8% | -9.8% |
| 3Y | +35.8% | +176.6% | -140.9% | -11.7% |
| 5Y | +2.9% | +126.2% | -123.3% | -31.3% |
| 10Y | +253.4% | +135.1% | +118.3% | +95.5% |
| All | +307.4% | +379.9% | -72.5% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling