+7.4%
PLD vs DE
+48.3%
-40.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +0.8% | +3.3% | -2.5% | +0.4% |
| 30D | +0.5% | +10.7% | -10.3% | -0.7% |
| 3M | -5.5% | +13.1% | -18.6% | -7.0% |
| 6M | -8.3% | +20.2% | -28.6% | -11.0% |
| YTD | +4.3% | +48.9% | -44.6% | -1.4% |
| 1Y | +7.4% | +46.6% | -39.2% | +1.7% |
| All | +7.4% | +48.3% | -40.9% | +1.7% |
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