+198.9%
PLD vs EQX
+238.5%
-39.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +0.9% |
| 7D | -0.9% | +3.8% | -4.6% | -1.2% |
| 30D | -1.2% | +9.4% | -10.6% | -2.0% |
| 3M | -2.3% | +16.8% | -19.1% | -3.9% |
| 6M | +4.5% | -23.7% | +28.2% | +6.1% |
| YTD | +10.1% | -9.6% | +19.7% | +9.8% |
| 1Y | +25.9% | +29.1% | -3.2% | +21.1% |
| 3Y | +24.4% | +175.3% | -150.9% | +8.8% |
| 5Y | +15.5% | +77.3% | -61.8% | +1.0% |
| All | +198.9% | +238.5% | -39.6% | +181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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