+6.2%
PLD vs EXE
-21.4%
+27.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | 0.0% |
| 7D | -1.0% | +1.5% | -2.5% | -1.0% |
| 30D | -1.8% | -0.2% | -1.6% | -1.9% |
| 3M | -6.0% | -9.2% | +3.2% | -6.5% |
| 6M | -8.4% | -7.2% | -1.1% | -8.5% |
| YTD | +4.2% | -18.3% | +22.5% | +4.6% |
| 1Y | +6.2% | -23.6% | +29.8% | +7.1% |
| All | +6.2% | -21.4% | +27.6% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling