+1,596.3%
PLD vs EXEL
+273.2%
+1,323.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.4% | +8.4% | -10.8% | -3.7% |
| 30D | -2.4% | +4.1% | -6.5% | -3.2% |
| 3M | -3.8% | +12.4% | -16.2% | -5.8% |
| 6M | 0.0% | +41.5% | -41.5% | -5.8% |
| YTD | +9.2% | +34.6% | -25.4% | +3.5% |
| 1Y | +25.9% | +57.9% | -32.0% | +15.8% |
| 3Y | +21.3% | +159.5% | -138.2% | +0.9% |
| 5Y | +14.1% | +198.5% | -184.4% | -8.3% |
| 10Y | +237.9% | +411.4% | -173.5% | +125.5% |
| All | +1,596.3% | +273.2% | +1,323.1% | +623.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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