+256.8%
PLD vs DKS
+244.9%
+11.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.9% | -2.1% | +1.9% |
| 7D | +0.7% | +3.8% | -3.1% | -0.1% |
| 30D | +0.8% | +8.1% | -7.3% | -0.8% |
| 3M | -6.1% | -28.6% | +22.5% | -1.6% |
| 6M | -8.0% | -33.6% | +25.6% | -2.5% |
| YTD | +4.7% | -23.8% | +28.4% | +7.7% |
| 1Y | +7.2% | -30.7% | +37.9% | +12.2% |
| 3Y | +39.2% | +41.5% | -2.3% | +24.1% |
| 5Y | +1.9% | +23.0% | -21.1% | -10.5% |
| 10Y | +256.8% | +236.0% | +20.8% | +125.9% |
| All | +256.8% | +244.9% | +11.8% | +125.9% |
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