-0.7%
PLD vs HAS
+48.2%
-49.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +1.3% | +1.4% | 0.0% | +0.9% |
| 30D | -1.4% | +26.3% | -27.7% | -8.7% |
| 3M | -8.2% | +25.6% | -33.8% | -14.9% |
| 6M | -8.0% | +30.3% | -38.3% | -16.3% |
| YTD | +3.2% | +50.4% | -47.2% | -11.2% |
| 1Y | +7.0% | +57.7% | -50.7% | -9.5% |
| 3Y | +38.3% | +213.4% | -175.1% | -10.4% |
| All | -0.7% | +48.2% | -49.0% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling