+33.3%
PLD vs EWZ
+19.2%
+14.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -0.8% | -1.5% | +0.7% | -0.5% |
| 30D | -0.3% | -24.5% | +24.3% | +5.7% |
| 3M | -8.0% | -10.7% | +2.7% | -7.5% |
| 6M | -9.8% | -19.1% | +9.3% | -6.5% |
| YTD | +1.8% | +1.6% | +0.2% | -3.0% |
| 1Y | +5.6% | +4.3% | +1.3% | -0.7% |
| 3Y | +33.3% | +19.0% | +14.3% | +14.3% |
| All | +33.3% | +19.2% | +14.0% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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