+16.2%
PLD vs DHI
+56.7%
-40.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.1% |
| 7D | -2.8% | -6.1% | +3.3% | -0.7% |
| 30D | -3.6% | -10.1% | +6.4% | -0.2% |
| 3M | -7.1% | -7.3% | +0.2% | -5.3% |
| 6M | +0.2% | -6.1% | +6.4% | +1.2% |
| YTD | +6.9% | -5.0% | +11.9% | +7.0% |
| 1Y | +25.0% | -22.1% | +47.1% | +34.1% |
| 3Y | +20.8% | +19.2% | +1.5% | +5.5% |
| 5Y | +16.2% | +59.4% | -43.2% | -15.2% |
| All | +16.2% | +56.7% | -40.5% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling