+1,763.2%
PLD vs DHI
+3,869.2%
-2,106.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.9% |
| 7D | -0.9% | -2.0% | +1.2% | -0.1% |
| 30D | -1.2% | -8.3% | +7.1% | +1.8% |
| 3M | -2.3% | -3.7% | +1.4% | -1.7% |
| 6M | +4.5% | -5.4% | +9.9% | +5.4% |
| YTD | +10.1% | -3.0% | +13.1% | +9.6% |
| 1Y | +25.9% | -23.8% | +49.7% | +36.3% |
| 3Y | +24.4% | +21.8% | +2.6% | +9.8% |
| 5Y | +15.5% | +59.6% | -44.2% | -10.6% |
| 10Y | +240.3% | +391.2% | -150.9% | +58.9% |
| All | +1,763.2% | +3,869.2% | -2,106.0% | +352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling