-0.7%
PLD vs ELV
+8.2%
-8.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.9% |
| 7D | -0.8% | +1.3% | -2.1% | -1.1% |
| 30D | -0.3% | +5.3% | -5.5% | -1.3% |
| 3M | -8.0% | +9.2% | -17.2% | -9.7% |
| 6M | -9.8% | +14.5% | -24.3% | -12.7% |
| YTD | +1.8% | +23.2% | -21.4% | -3.8% |
| 1Y | +5.6% | +38.0% | -32.4% | -3.2% |
| 3Y | +33.3% | -1.5% | +34.8% | +30.4% |
| All | -0.7% | +8.2% | -8.9% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling