+33.3%
PLD vs HAL
-16.0%
+49.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.8% | -12.0% | +11.2% | +1.7% |
| 30D | -0.3% | +0.3% | -0.6% | -0.5% |
| 3M | -8.0% | -1.6% | -6.4% | -8.2% |
| 6M | -9.8% | -20.5% | +10.7% | -5.9% |
| YTD | +1.8% | +14.2% | -12.4% | -4.0% |
| 1Y | +5.6% | +18.9% | -13.3% | -1.5% |
| 3Y | +33.3% | -13.7% | +47.0% | +29.8% |
| All | +33.3% | -16.0% | +49.2% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling