+243.5%
PLD vs DHI
+414.5%
-171.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.4% |
| 7D | -1.2% | -3.4% | +2.2% | 0.0% |
| 30D | -3.5% | -5.4% | +1.9% | -1.8% |
| 3M | -7.1% | -10.4% | +3.3% | -4.1% |
| 6M | +2.6% | -2.8% | +5.3% | +2.4% |
| YTD | +8.0% | -3.4% | +11.4% | +7.6% |
| 1Y | +22.1% | -22.9% | +45.0% | +31.2% |
| 3Y | +22.3% | +20.7% | +1.6% | +8.4% |
| 5Y | +17.3% | +62.1% | -44.8% | -9.4% |
| All | +243.5% | +414.5% | -171.0% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling