+49.2%
PLD vs EXE
+191.4%
-142.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.6% |
| 7D | -2.4% | -0.3% | -2.1% | -2.4% |
| 30D | -2.4% | +8.5% | -10.9% | -3.6% |
| 3M | -3.8% | +5.5% | -9.3% | -4.6% |
| 6M | 0.0% | -5.9% | +5.9% | +0.6% |
| YTD | +9.2% | -9.7% | +19.0% | +10.4% |
| 1Y | +25.9% | +3.6% | +22.3% | +24.2% |
| 3Y | +21.3% | +18.0% | +3.3% | +16.5% |
| 5Y | +14.1% | +109.4% | -95.3% | +7.2% |
| All | +49.2% | +191.4% | -142.2% | +42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling