+15.2%
PLD vs HBM
+349.4%
-334.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -2.4% | -6.4% | +4.0% | -1.6% |
| 30D | -2.4% | +5.9% | -8.3% | -3.3% |
| 3M | -3.8% | -8.9% | +5.1% | -3.3% |
| 6M | 0.0% | +10.7% | -10.6% | -3.1% |
| YTD | +9.2% | +38.3% | -29.0% | +1.6% |
| 1Y | +25.9% | +121.3% | -95.4% | +7.9% |
| 3Y | +21.3% | +450.6% | -429.3% | -13.8% |
| All | +15.2% | +349.4% | -334.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling