+24.4%
PLD vs DUK
+51.5%
-27.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.4% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -1.2% | -2.0% | +0.8% | -0.3% |
| 3M | -2.3% | +0.2% | -2.5% | -2.6% |
| 6M | +4.5% | -6.9% | +11.4% | +7.6% |
| YTD | +10.1% | +6.1% | +4.0% | +6.6% |
| 1Y | +25.9% | +4.4% | +21.5% | +22.6% |
| 3Y | +24.4% | +49.1% | -24.7% | -7.6% |
| All | +24.4% | +51.5% | -27.1% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling