+9.3%
PLD vs DE
+49.6%
-40.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | +4.9% | +5.6% | -0.7% | +4.2% |
| 30D | +2.6% | -0.8% | +3.4% | +2.5% |
| 3M | -4.8% | +9.8% | -14.6% | -5.9% |
| 6M | -3.9% | +17.5% | -21.4% | -6.3% |
| YTD | +5.3% | +46.5% | -41.1% | +0.5% |
| 1Y | +9.3% | +46.1% | -36.8% | +4.3% |
| All | +9.3% | +49.6% | -40.4% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling