+231.7%
PLD vs HAL
-17.5%
+249.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.8% | -12.0% | +11.2% | +1.4% |
| 30D | -0.3% | +0.3% | -0.6% | -0.4% |
| 3M | -8.0% | -1.6% | -6.4% | -8.1% |
| 6M | -9.8% | -20.5% | +10.7% | -6.7% |
| YTD | +1.8% | +14.2% | -12.4% | -1.7% |
| 1Y | +5.6% | +18.9% | -13.3% | +1.1% |
| 3Y | +33.3% | -13.7% | +47.0% | +32.4% |
| 5Y | +0.3% | +42.2% | -41.9% | -11.0% |
| All | +231.7% | -17.5% | +249.1% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling