+1,747.8%
PLD vs DUK
+863.9%
+883.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.3% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -2.4% | -1.7% | -0.8% | -1.7% |
| 3M | -3.8% | -0.4% | -3.3% | -3.8% |
| 6M | 0.0% | -7.2% | +7.3% | +3.5% |
| YTD | +9.2% | +5.3% | +4.0% | +6.2% |
| 1Y | +25.9% | +3.0% | +23.0% | +23.5% |
| 3Y | +21.3% | +53.1% | -31.8% | -2.8% |
| 5Y | +14.1% | +37.9% | -23.8% | -3.6% |
| 10Y | +237.9% | +124.8% | +113.0% | +129.9% |
| All | +1,747.8% | +863.9% | +883.9% | +756.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling