+34.9%
PLD vs DOCS
+50.6%
-15.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.9% |
| 7D | +0.4% | -1.3% | +1.8% | +0.5% |
| 30D | -0.1% | +19.4% | -19.5% | -1.2% |
| 3M | -7.9% | +53.4% | -61.3% | -10.7% |
| 6M | -7.0% | +28.8% | -35.7% | -9.0% |
| YTD | +3.1% | -25.1% | +28.1% | +4.8% |
| 1Y | +7.1% | -48.1% | +55.2% | +12.1% |
| All | +34.9% | +50.6% | -15.7% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling