+1.5%
PLD vs HAS
+52.6%
-51.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.5% | -1.6% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -0.1% | +31.3% | -31.4% | -8.7% |
| 3M | -7.9% | +32.1% | -40.1% | -16.2% |
| 6M | -7.0% | +28.1% | -35.1% | -14.9% |
| YTD | +3.1% | +49.1% | -46.0% | -11.0% |
| 1Y | +7.1% | +60.5% | -53.4% | -10.0% |
| 3Y | +32.9% | +183.9% | -151.0% | -11.0% |
| 5Y | +1.5% | +51.2% | -49.7% | -15.1% |
| All | +1.5% | +52.6% | -51.1% | -15.1% |
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