+25.0%
PLD vs DUK
+2.6%
+22.4%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -2.8% | -1.7% | -1.2% | -2.2% |
| 30D | -3.6% | -2.2% | -1.4% | -2.8% |
| 3M | -7.1% | -3.7% | -3.4% | -6.0% |
| 6M | +0.2% | -6.3% | +6.6% | +2.2% |
| YTD | +6.9% | +4.5% | +2.4% | +4.7% |
| 1Y | +25.0% | +1.8% | +23.2% | +26.7% |
| All | +25.0% | +2.6% | +22.4% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling