-0.7%
PLD vs DKS
+21.0%
-21.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -0.8% | -2.1% | +1.3% | -0.5% |
| 30D | -0.3% | +7.3% | -7.6% | -1.8% |
| 3M | -8.0% | -28.4% | +20.4% | -3.4% |
| 6M | -9.8% | -36.9% | +27.1% | -2.9% |
| YTD | +1.8% | -27.3% | +29.1% | +5.9% |
| 1Y | +5.6% | -33.2% | +38.8% | +11.7% |
| 3Y | +33.3% | +32.2% | +1.1% | +18.3% |
| All | -0.7% | +21.0% | -21.7% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling