+33.3%
PLD vs EW
+51.9%
-18.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | -0.8% | +11.0% | -11.8% | -2.6% |
| 30D | -0.3% | +19.1% | -19.3% | -3.3% |
| 3M | -8.0% | +14.4% | -22.4% | -10.3% |
| 6M | -9.8% | +22.8% | -32.6% | -13.4% |
| YTD | +1.8% | +19.8% | -18.0% | -2.0% |
| 1Y | +5.6% | +23.9% | -18.3% | +1.0% |
| 3Y | +33.3% | +52.2% | -19.0% | +5.7% |
| All | +33.3% | +51.9% | -18.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling