+0.1%
PLD vs HAL
+53.2%
-53.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | 0.0% | +2.6% | -2.6% | -0.5% |
| 30D | -3.7% | -0.1% | -3.7% | -3.8% |
| 3M | -7.9% | -1.1% | -6.8% | -8.0% |
| 6M | -9.2% | -20.7% | +11.5% | -5.8% |
| YTD | +3.1% | +17.5% | -14.5% | -1.5% |
| 1Y | +6.2% | +24.1% | -17.9% | +0.3% |
| 3Y | +35.4% | -8.4% | +43.8% | +31.0% |
| 5Y | +0.1% | +53.2% | -53.1% | -8.0% |
| All | +0.1% | +53.2% | -53.1% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling