+1,747.8%
PLD vs DGX
+7,661.6%
-5,913.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -2.4% | -2.3% | -0.1% | -1.7% |
| 30D | -2.4% | +0.6% | -3.0% | -2.6% |
| 3M | -3.8% | +21.4% | -25.2% | -9.6% |
| 6M | 0.0% | +14.7% | -14.7% | -4.5% |
| YTD | +9.2% | +38.4% | -29.2% | -1.8% |
| 1Y | +25.9% | +34.0% | -8.1% | +14.2% |
| 3Y | +21.3% | +92.7% | -71.4% | -2.5% |
| 5Y | +14.1% | +67.7% | -53.6% | -4.7% |
| 10Y | +237.9% | +248.0% | -10.1% | +124.1% |
| All | +1,747.8% | +7,661.6% | -5,913.8% | +839.8% |
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