+240.3%
PLD vs DKS
+196.9%
+43.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.7% |
| 7D | -0.9% | -0.4% | -0.4% | -0.8% |
| 30D | -1.2% | -36.6% | +35.4% | +6.2% |
| 3M | -2.3% | -37.6% | +35.3% | +5.2% |
| 6M | +4.5% | -32.1% | +36.6% | +10.4% |
| YTD | +10.1% | -32.3% | +42.5% | +16.2% |
| 1Y | +25.9% | -39.5% | +65.4% | +35.3% |
| 3Y | +24.4% | +27.7% | -3.2% | +13.3% |
| 5Y | +15.5% | +15.0% | +0.4% | +2.8% |
| 10Y | +240.3% | +192.6% | +47.7% | +124.9% |
| All | +240.3% | +196.9% | +43.4% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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