+38.3%
PLD vs DHI
+23.8%
+14.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +1.3% | -4.1% | +5.4% | +2.6% |
| 30D | -1.4% | +9.3% | -10.7% | -4.3% |
| 3M | -8.2% | -2.6% | -5.6% | -7.9% |
| 6M | -8.0% | +4.1% | -12.1% | -10.2% |
| YTD | +3.2% | +2.3% | +0.9% | +0.5% |
| 1Y | +7.0% | +2.7% | +4.3% | +3.8% |
| 3Y | +38.3% | +23.2% | +15.1% | +7.9% |
| All | +38.3% | +23.8% | +14.5% | +7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling