+1,747.8%
PLD vs GSK
+284.2%
+1,463.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | -2.4% | -1.8% | -0.6% | -1.6% |
| 30D | -2.4% | -2.2% | -0.3% | -1.6% |
| 3M | -3.8% | -1.8% | -2.0% | -3.3% |
| 6M | 0.0% | -10.6% | +10.6% | +4.5% |
| YTD | +9.2% | +4.4% | +4.8% | +6.3% |
| 1Y | +25.9% | +30.4% | -4.5% | +10.6% |
| 3Y | +21.3% | +60.1% | -38.8% | -4.8% |
| 5Y | +14.1% | +46.8% | -32.7% | -8.3% |
| 10Y | +237.9% | +79.2% | +158.6% | +145.4% |
| All | +1,747.8% | +284.2% | +1,463.7% | +927.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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