+25.1%
PLD vs HBM
+117.5%
-92.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | -0.7% | +5.5% | -6.2% | -0.9% |
| 30D | -2.2% | +3.3% | -5.5% | -2.4% |
| 3M | -7.4% | +12.7% | -20.0% | -7.8% |
| 6M | +1.9% | +28.2% | -26.3% | -0.5% |
| YTD | +7.9% | +45.3% | -37.4% | +5.4% |
| 1Y | +25.1% | +121.7% | -96.6% | +26.3% |
| All | +25.1% | +117.5% | -92.4% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling