+1,747.8%
PLD vs HAS
+875.3%
+872.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -2.4% | -1.8% | -0.6% | -1.8% |
| 30D | -2.4% | +2.3% | -4.7% | -3.3% |
| 3M | -3.8% | +10.4% | -14.2% | -7.5% |
| 6M | 0.0% | -3.2% | +3.3% | +0.2% |
| YTD | +9.2% | +15.4% | -6.2% | +2.5% |
| 1Y | +25.9% | +18.8% | +7.1% | +16.7% |
| 3Y | +21.3% | +43.9% | -22.6% | +2.0% |
| 5Y | +14.1% | +13.9% | +0.2% | +2.0% |
| 10Y | +237.9% | +56.4% | +181.5% | +144.7% |
| All | +1,747.8% | +875.3% | +872.5% | +686.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling