+231.7%
PLD vs HAS
+101.4%
+130.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -0.3% | +31.0% | -31.3% | -8.3% |
| 3M | -8.0% | +30.7% | -38.7% | -15.5% |
| 6M | -9.8% | +23.9% | -33.7% | -16.2% |
| YTD | +1.8% | +48.3% | -46.5% | -11.0% |
| 1Y | +5.6% | +60.2% | -54.6% | -10.0% |
| 3Y | +33.3% | +189.2% | -156.0% | -7.3% |
| 5Y | +0.3% | +50.4% | -50.1% | -16.7% |
| All | +231.7% | +101.4% | +130.3% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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