+1,644.9%
PLD vs DGX
+8,428.3%
-6,783.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +1.6% | -0.2% | +0.9% |
| 30D | -1.4% | +11.2% | -12.6% | -4.6% |
| 3M | -8.2% | +10.4% | -18.5% | -11.1% |
| 6M | -8.0% | +37.1% | -45.1% | -16.9% |
| YTD | +3.2% | +52.1% | -49.0% | -10.0% |
| 1Y | +7.0% | +40.7% | -33.7% | -4.4% |
| 3Y | +38.3% | +107.6% | -69.3% | +8.6% |
| 5Y | +0.2% | +90.6% | -90.4% | -19.6% |
| 10Y | +268.3% | +287.9% | -19.6% | +136.0% |
| All | +1,644.9% | +8,428.3% | -6,783.4% | +760.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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