+25.1%
PLD vs DE
+42.9%
-17.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -0.7% | -3.0% | +2.3% | -0.4% |
| 30D | -2.2% | +11.1% | -13.4% | -3.5% |
| 3M | -7.4% | +17.6% | -25.0% | -9.7% |
| 6M | +1.9% | +13.6% | -11.7% | -0.4% |
| YTD | +7.9% | +46.3% | -38.4% | +1.7% |
| 1Y | +25.1% | +44.2% | -19.1% | +17.1% |
| All | +25.1% | +42.9% | -17.8% | +17.1% |
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