+7.8%
PLD vs ELV
+37.8%
-30.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.6% | +2.9% |
| 7D | +0.7% | +1.1% | -0.4% | +0.6% |
| 30D | +0.8% | +1.3% | -0.5% | +0.8% |
| 3M | -6.1% | +6.6% | -12.7% | -6.3% |
| 6M | -8.0% | +11.6% | -19.6% | -8.2% |
| YTD | +4.7% | +21.1% | -16.4% | +2.9% |
| All | +7.8% | +37.8% | -30.0% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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