+1,095.2%
PLD vs DKS
+6,292.4%
-5,197.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -2.4% | +3.0% | -5.4% | -3.5% |
| 30D | -2.4% | -30.5% | +28.1% | +7.9% |
| 3M | -3.8% | -35.7% | +31.9% | +9.1% |
| 6M | 0.0% | -29.7% | +29.7% | +9.1% |
| YTD | +9.2% | -28.9% | +38.1% | +18.2% |
| 1Y | +25.9% | -35.9% | +61.8% | +40.5% |
| 3Y | +21.3% | +28.2% | -6.8% | -1.8% |
| 5Y | +14.1% | +11.8% | +2.3% | -11.1% |
| 10Y | +237.9% | +211.6% | +26.3% | +35.2% |
| All | +1,095.2% | +6,292.4% | -5,197.3% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling