+58.4%
PLD vs EOSE
-61.3%
+119.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.9% | -11.6% | -1.1% |
| 7D | -2.4% | +19.0% | -21.4% | -3.1% |
| 30D | -2.4% | +1.6% | -4.0% | -2.6% |
| 3M | -3.8% | -52.0% | +48.2% | -1.6% |
| 6M | 0.0% | -42.5% | +42.5% | +0.9% |
| YTD | +9.2% | -66.1% | +75.4% | +11.4% |
| 1Y | +25.9% | -47.1% | +73.1% | +25.0% |
| 3Y | +21.3% | +0.8% | +20.5% | +10.5% |
| 5Y | +14.1% | -71.7% | +85.8% | -4.9% |
| All | +58.4% | -61.3% | +119.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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