-0.7%
PLD vs HBM
+205.9%
-206.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -0.8% | -3.6% | +2.8% | -0.3% |
| 30D | -0.3% | -19.2% | +18.9% | +2.5% |
| 3M | -8.0% | -20.5% | +12.5% | -5.5% |
| 6M | -9.8% | -12.8% | +3.0% | -9.7% |
| YTD | +1.8% | +5.4% | -3.6% | -2.3% |
| 1Y | +5.6% | +33.0% | -27.4% | -2.5% |
| 3Y | +33.3% | +357.3% | -324.1% | -4.2% |
| All | -0.7% | +205.9% | -206.5% | -25.7% |
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