+148.8%
PLD vs EQH
+252.0%
-103.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.2% |
| 7D | +1.3% | +6.5% | -5.2% | -0.9% |
| 30D | -1.4% | +6.1% | -7.5% | -3.5% |
| 3M | -8.2% | +6.2% | -14.4% | -10.4% |
| 6M | -8.0% | +38.1% | -46.1% | -18.6% |
| YTD | +3.2% | +20.2% | -17.0% | -4.9% |
| 1Y | +7.0% | +27.6% | -20.6% | -3.6% |
| 3Y | +38.3% | +128.8% | -90.5% | -1.7% |
| 5Y | +0.2% | +83.1% | -83.0% | -24.7% |
| All | +148.8% | +252.0% | -103.3% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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