+267.4%
PLD vs DUK
+151.3%
+116.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.8% |
| 7D | +0.8% | +1.9% | -1.1% | -0.5% |
| 30D | +0.5% | +10.5% | -10.1% | -6.3% |
| 3M | -5.5% | +7.3% | -12.8% | -10.2% |
| 6M | -8.3% | +5.7% | -14.0% | -12.2% |
| YTD | +4.3% | +12.9% | -8.6% | -4.9% |
| 1Y | +7.4% | +8.6% | -1.1% | +0.6% |
| 3Y | +37.1% | +63.5% | -26.5% | -6.9% |
| 5Y | +1.3% | +52.4% | -51.0% | -27.5% |
| 10Y | +267.4% | +157.4% | +110.0% | +91.1% |
| All | +267.4% | +151.3% | +116.1% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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