+33.3%
PLD vs DE
+82.4%
-49.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.6% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -0.3% | +2.3% | -2.5% | -1.0% |
| 3M | -8.0% | +9.5% | -17.5% | -10.9% |
| 6M | -9.8% | +14.1% | -23.9% | -14.4% |
| YTD | +1.8% | +45.4% | -43.6% | -13.4% |
| 1Y | +5.6% | +42.9% | -37.3% | -9.7% |
| 3Y | +33.3% | +84.8% | -51.6% | 0.0% |
| All | +33.3% | +82.4% | -49.1% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling